MPRO NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,834,096 shares; 2024Q4: 6,048,838 shares; 2025Q1: 6,059,656 shares; 2025Q2: 8,139,056 shares; 2025Q3: 6,586,811 shares; 2025Q4: 7,140,337 shares; 2026Q1: 7,362,775 shares 7,362,775 $230M 3.14% +222,438 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 549,386 shares; 2024Q4: 576,996 shares; 2025Q1: 716,147 shares; 2025Q2: 551,862 shares; 2025Q3: 548,810 shares; 2025Q4: 715,940 shares; 2026Q1: 763,437 shares 763,437 $194M 2.65% +47,497 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 889,896 shares; 2024Q4: 920,299 shares; 2025Q1: 987,285 shares; 2025Q2: 963,146 shares; 2025Q3: 955,736 shares; 2025Q4: 966,956 shares; 2026Q1: 1,085,563 shares 1,085,563 $189M 2.59% +118,607 Timeline MAMB NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,896,081 shares; 2024Q4: 4,910,530 shares; 2025Q1: 5,378,106 shares; 2025Q2: 5,529,997 shares; 2025Q3: 5,992,210 shares; 2025Q4: 6,278,529 shares; 2026Q1: 7,050,997 shares 7,050,997 $170M 2.32% +772,468 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 947,014 shares; 2024Q4: 1,286,651 shares; 2025Q1: 1,275,465 shares; 2025Q2: 1,594,509 shares; 2025Q3: 1,192,992 shares; 2025Q4: 1,288,980 shares; 2026Q1: 1,668,749 shares 1,668,749 $166M 2.26% +379,769 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 442,319 shares; 2024Q4: 1,283,008 shares; 2025Q1: 1,279,544 shares; 2025Q2: 1,354,081 shares; 2025Q3: 1,386,615 shares; 2025Q4: 1,507,349 shares; 2026Q1: 1,607,843 shares 1,607,843 $157M 2.15% +100,494 Timeline MVFG NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,995,029 shares; 2024Q4: 2,176,149 shares; 2025Q1: 3,248,669 shares; 2025Q2: 3,471,118 shares; 2025Q3: 3,809,675 shares; 2025Q4: 3,942,453 shares; 2026Q1: 4,348,501 shares 4,348,501 $140M 1.91% +406,048 Timeline MBCE NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,113,306 shares; 2024Q4: 3,041,756 shares; 2025Q1: 2,803,995 shares; 2025Q2: 2,868,616 shares; 2025Q3: 3,136,438 shares; 2025Q4: 3,374,521 shares; 2026Q1: 3,859,663 shares 3,859,663 $133M 1.82% +485,142 Timeline MSSS NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,087,068 shares; 2024Q4: 3,866,520 shares; 2025Q1: 3,811,620 shares; 2025Q2: 3,055,184 shares; 2025Q3: 3,850,206 shares; 2025Q4: 3,778,191 shares; 2026Q1: 3,841,170 shares 3,841,170 $115M 1.57% +62,979 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,624 shares; 2024Q4: 91,096 shares; 2025Q1: 96,759 shares; 2025Q2: 106,019 shares; 2025Q3: 122,224 shares; 2025Q4: 137,067 shares; 2026Q1: 163,970 shares 163,970 $98M 1.34% +26,903 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 163,028 shares; 2024Q4: 2,881,509 shares; 2025Q1: 2,721,082 shares; 2025Q2: 2,750,028 shares; 2025Q3: 3,016,513 shares; 2025Q4: 3,358,644 shares; 2026Q1: 3,411,524 shares 3,411,524 $97.8M 1.34% +52,880 Timeline MVFD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,868,039 shares; 2024Q4: 1,949,205 shares; 2025Q1: 2,665,174 shares; 2025Q2: 2,672,236 shares; 2025Q3: 2,761,615 shares; 2025Q4: 2,897,902 shares; 2026Q1: 3,270,747 shares 3,270,747 $95.9M 1.31% +372,845 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,869 shares; 2024Q4: 111,802 shares; 2025Q1: 113,531 shares; 2025Q2: 114,236 shares; 2025Q3: 114,554 shares; 2025Q4: 119,011 shares; 2026Q1: 306,087 shares 306,087 $94.7M 1.29% +187,076 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 210,505 shares; 2024Q4: 212,613 shares; 2025Q1: 215,087 shares; 2025Q2: 213,848 shares; 2025Q3: 292,145 shares; 2025Q4: 230,733 shares; 2026Q1: 251,257 shares 251,257 $93M 1.27% +20,524 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 477,074 shares; 2024Q4: 495,631 shares; 2025Q1: 526,608 shares; 2025Q2: 373,233 shares; 2025Q3: 367,567 shares; 2025Q4: 386,101 shares; 2026Q1: 427,292 shares 427,292 $89M 1.22% +41,191 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 171,922 shares; 2024Q4: 351,521 shares; 2025Q1: 1,561,728 shares; 2025Q2: 1,684,463 shares; 2025Q3: 1,760,405 shares; 2025Q4: 1,886,697 shares; 2026Q1: 2,167,558 shares 2,167,558 $76.8M 1.05% +280,861 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,679 shares; 2024Q4: 63,845 shares; 2025Q1: 69,445 shares; 2025Q2: 72,284 shares; 2025Q3: 83,395 shares; 2025Q4: 70,603 shares; 2026Q1: 75,471 shares 75,471 $69.4M 0.95% +4,868 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,905 shares; 2024Q4: 100,160 shares; 2025Q1: 98,038 shares; 2025Q2: 501,237 shares; 2025Q3: 114,977 shares; 2025Q4: 549,008 shares; 2026Q1: 555,832 shares 555,832 $69.1M 0.94% +6,824 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,198,133 shares; 2025Q1: 2,054,045 shares; 2025Q2: 2,082,333 shares; 2025Q3: 2,312,282 shares; 2025Q4: 2,482,110 shares; 2026Q1: 2,695,425 shares 2,695,425 $69.1M 0.94% +213,315 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,920 shares; 2024Q4: 98,052 shares; 2025Q1: 98,747 shares; 2025Q2: 105,819 shares; 2025Q3: 102,364 shares; 2025Q4: 104,397 shares; 2026Q1: 109,102 shares 109,102 $63M 0.86% +4,705 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,686 shares; 2024Q4: 50,943 shares; 2025Q1: 55,646 shares; 2025Q2: 41,073 shares; 2025Q3: 63,917 shares; 2025Q4: 79,346 shares; 2026Q1: 422,311 shares 422,311 $61.8M 0.84% +342,965 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 174,665 shares; 2024Q4: 214,671 shares; 2025Q1: 217,262 shares; 2025Q2: 235,142 shares; 2025Q3: 181,191 shares; 2025Q4: 360,750 shares; 2026Q1: 455,331 shares 455,331 $60.5M 0.83% +94,581 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,992 shares; 2024Q4: 23,564 shares; 2025Q1: 20,203 shares; 2025Q2: 23,313 shares; 2025Q3: 26,919 shares; 2025Q4: 30,398 shares; 2026Q1: 282,035 shares 282,035 $57.4M 0.78% +251,637 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,191 shares; 2024Q4: 48,694 shares; 2025Q1: 52,632 shares; 2025Q2: 42,972 shares; 2025Q3: 46,111 shares; 2025Q4: 516,210 shares; 2026Q1: 588,957 shares 588,957 $56.6M 0.77% +72,747 Timeline MDPL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,288,812 shares; 2024Q4: 2,304,331 shares; 2025Q1: 2,119,674 shares; 2025Q2: 2,136,511 shares; 2025Q3: 2,050,368 shares; 2025Q4: 2,059,198 shares; 2026Q1: 2,191,126 shares 2,191,126 $56.2M 0.77% +131,928 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 210,792 shares; 2024Q4: 232,266 shares; 2025Q1: 250,218 shares; 2025Q2: 206,343 shares; 2025Q3: 211,743 shares; 2025Q4: 217,752 shares; 2026Q1: 196,112 shares 196,112 $55.7M 0.76% -21,640 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,134 shares; 2024Q4: 135,694 shares; 2025Q1: 140,080 shares; 2025Q2: 138,106 shares; 2025Q3: 147,031 shares; 2025Q4: 156,177 shares; 2026Q1: 182,248 shares 182,248 $52.4M 0.72% +26,071 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,959 shares; 2024Q4: 76,182 shares; 2025Q1: 85,188 shares; 2025Q2: 80,453 shares; 2025Q3: 88,835 shares; 2025Q4: 96,807 shares; 2026Q1: 98,120 shares 98,120 $49M 0.67% +1,313 Timeline JAJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,550 shares; 2024Q4: 16,553 shares; 2025Q1: 1,356,308 shares; 2025Q2: 1,572,987 shares; 2025Q3: 1,560,730 shares; 2025Q4: 1,592,645 shares; 2026Q1: 1,592,565 shares 1,592,565 $46.3M 0.63% -80 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,260 shares; 2024Q4: 4,354 shares; 2025Q1: 4,535 shares; 2025Q2: 4,346 shares; 2025Q3: 4,257 shares; 2025Q4: 4,396 shares; 2026Q1: 100,396 shares 100,396 $46.3M 0.63% +96,000 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,095 shares; 2024Q4: 122,378 shares; 2025Q1: 124,173 shares; 2025Q2: 125,058 shares; 2025Q3: 132,443 shares; 2025Q4: 138,806 shares; 2026Q1: 154,138 shares 154,138 $45.3M 0.62% +15,332 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,523 shares; 2024Q4: 396,642 shares; 2025Q1: 379,926 shares; 2025Q2: 411,261 shares; 2025Q3: 23,264 shares; 2025Q4: 20,799 shares; 2026Q1: 408,952 shares 408,952 $45.3M 0.62% +388,153 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,993 shares; 2024Q4: 33,723 shares; 2025Q1: 90,583 shares; 2025Q2: 152,084 shares; 2025Q3: 125,136 shares; 2025Q4: 124,358 shares; 2026Q1: 179,046 shares 179,046 $42.5M 0.58% +54,688 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,189 shares; 2024Q4: 16,179 shares; 2025Q1: 15,465 shares; 2025Q2: 14,347 shares; 2025Q3: 28,531 shares; 2025Q4: 758,707 shares; 2026Q1: 792,797 shares 792,797 $41.9M 0.57% +34,090 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,653,091 shares; 2024Q4: 176,790 shares; 2025Q1: 351,453 shares; 2025Q2: 533,353 shares; 2025Q3: 845,829 shares; 2025Q4: 1,007,223 shares; 2026Q1: 1,155,711 shares 1,155,711 $38.7M 0.53% +148,488 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,494 shares; 2024Q4: 319,075 shares; 2025Q1: 338,776 shares; 2025Q2: 371,844 shares; 2025Q3: 384,490 shares; 2025Q4: 430,915 shares; 2026Q1: 462,465 shares 462,465 $36.6M 0.5% +31,550 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151,110 shares; 2024Q4: 257,553 shares; 2025Q1: 286,589 shares; 2025Q2: 297,557 shares; 2025Q3: 210,715 shares; 2025Q4: 222,473 shares; 2026Q1: 384,249 shares 384,249 $36.5M 0.5% +161,776 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,340 shares; 2024Q4: 41,006 shares; 2025Q1: 41,591 shares; 2025Q2: 42,522 shares; 2025Q3: 38,151 shares; 2025Q4: 53,318 shares; 2026Q1: 51,906 shares 51,906 $33.8M 0.46% -1,412 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,964 shares; 2024Q4: 211,191 shares; 2025Q1: 229,376 shares; 2025Q2: 236,571 shares; 2025Q3: 161,715 shares; 2025Q4: 170,385 shares; 2026Q1: 306,942 shares 306,942 $33.5M 0.46% +136,557 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 182,046 shares; 2024Q4: 194,080 shares; 2025Q1: 183,595 shares; 2025Q2: 278,183 shares; 2025Q3: 233,518 shares; 2025Q4: 226,282 shares; 2026Q1: 221,599 shares 221,599 $32.5M 0.44% -4,683 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,766 shares; 2024Q4: 42,023 shares; 2025Q1: 94,478 shares; 2025Q2: 34,887 shares; 2025Q3: 96,706 shares; 2025Q4: 50,843 shares; 2026Q1: 55,808 shares 55,808 $31.9M 0.44% +4,965 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,261 shares; 2024Q4: 32,396 shares; 2025Q1: 30,879 shares; 2025Q2: 31,377 shares; 2025Q3: 52,759 shares; 2025Q4: 69,454 shares; 2026Q1: 72,181 shares 72,181 $31.5M 0.43% +2,727 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 469,900 shares; 2024Q4: 359,676 shares; 2025Q1: 360,502 shares; 2025Q2: 347,422 shares; 2025Q3: 489,655 shares; 2025Q4: 447,028 shares; 2026Q1: 343,318 shares 343,318 $30.3M 0.41% -103,710 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133,211 shares; 2024Q4: 144,843 shares; 2025Q1: 142,313 shares; 2025Q2: 147,223 shares; 2025Q3: 153,471 shares; 2025Q4: 166,995 shares; 2026Q1: 176,048 shares 176,048 $29.9M 0.41% +9,053 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115,187 shares; 2024Q4: 105,085 shares; 2025Q1: 103,544 shares; 2025Q2: 121,273 shares; 2025Q3: 109,038 shares; 2025Q4: 114,215 shares; 2026Q1: 136,952 shares 136,952 $28.3M 0.39% +22,737 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,990 shares; 2024Q4: 84,888 shares; 2025Q1: 85,788 shares; 2025Q2: 85,674 shares; 2025Q3: 86,214 shares; 2025Q4: 92,798 shares; 2026Q1: 98,035 shares 98,035 $28.1M 0.38% +5,237 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 235,711 shares; 2024Q4: 198,258 shares; 2025Q1: 230,036 shares; 2025Q2: 218,069 shares; 2025Q3: 332,891 shares; 2025Q4: 368,024 shares; 2026Q1: 292,002 shares 292,002 $27.9M 0.38% -76,022 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 542,485 shares; 2024Q4: 1,629,613 shares; 2025Q1: 542,393 shares; 2025Q2: 497,538 shares; 2025Q3: 502,892 shares; 2025Q4: 514,676 shares; 2026Q1: 520,381 shares 520,381 $25.7M 0.35% +5,705 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 248,588 shares; 2024Q4: 256,364 shares; 2025Q1: 259,509 shares; 2025Q2: 260,687 shares; 2025Q3: 260,083 shares; 2025Q4: 358,783 shares; 2026Q1: 454,428 shares 454,428 $25.7M 0.35% +95,645 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 505,391 shares; 2024Q4: 459,743 shares; 2025Q1: 413,615 shares; 2025Q2: 394,678 shares; 2025Q3: 386,080 shares; 2025Q4: 441,535 shares; 2026Q1: 422,999 shares 422,999 $25.3M 0.35% -18,536 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,665 shares; 2024Q4: 84,571 shares; 2025Q1: 85,246 shares; 2025Q2: 84,423 shares; 2025Q3: 89,403 shares; 2025Q4: 96,734 shares; 2026Q1: 114,424 shares 114,424 $24.6M 0.34% +17,690 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,557 shares; 2024Q4: 129,755 shares; 2025Q1: 222,655 shares; 2025Q2: 258,350 shares; 2025Q3: 287,396 shares; 2025Q4: 264,593 shares; 2026Q1: 264,568 shares 264,568 $24.2M 0.33% -25 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152,256 shares; 2024Q4: 142,365 shares; 2025Q1: 75,976 shares; 2025Q2: 95,885 shares; 2025Q3: 119,364 shares; 2025Q4: 106,847 shares; 2026Q1: 98,946 shares 98,946 $24.2M 0.33% -7,901 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,438 shares; 2024Q4: 38,838 shares; 2025Q1: 48,950 shares; 2025Q2: 49,466 shares; 2025Q3: 58,692 shares; 2025Q4: 56,090 shares; 2026Q1: 55,883 shares 55,883 $24M 0.33% -207 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 397,089 shares; 2024Q4: 432,115 shares; 2025Q1: 495,671 shares; 2025Q2: 548,152 shares; 2025Q3: 605,320 shares; 2025Q4: 642,577 shares; 2026Q1: 942,093 shares 942,093 $23M 0.31% +299,516 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,578 shares; 2024Q4: 46,498 shares; 2025Q1: 42,826 shares; 2025Q2: 42,868 shares; 2025Q3: 43,049 shares; 2025Q4: 44,336 shares; 2026Q1: 47,431 shares 47,431 $22.7M 0.31% +3,095 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 344,701 shares; 2024Q4: 330,667 shares; 2025Q1: 380,496 shares; 2025Q2: 379,648 shares; 2025Q3: 334,421 shares; 2025Q4: 161,460 shares; 2026Q1: 153,770 shares 153,770 $22.6M 0.31% -7,690 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,001 shares; 2024Q4: 181,596 shares; 2025Q1: 195,920 shares; 2025Q2: 200,866 shares; 2025Q3: 100,877 shares; 2025Q4: 108,028 shares; 2026Q1: 271,122 shares 271,122 $22.4M 0.31% +163,094 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,808 shares; 2024Q4: 49,001 shares; 2025Q1: 47,534 shares; 2025Q2: 49,526 shares; 2025Q3: 50,669 shares; 2025Q4: 52,714 shares; 2026Q1: 60,183 shares 60,183 $22.4M 0.31% +7,469 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,979 shares; 2024Q4: 79,919 shares; 2025Q1: 65,645 shares; 2025Q2: 63,677 shares; 2025Q3: 63,809 shares; 2025Q4: 65,529 shares; 2026Q1: 66,826 shares 66,826 $22M 0.3% +1,297 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,987 shares; 2024Q4: 58,232 shares; 2025Q1: 60,229 shares; 2025Q2: 57,922 shares; 2025Q3: 59,199 shares; 2025Q4: 64,311 shares; 2026Q1: 70,013 shares 70,013 $21.8M 0.3% +5,702 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139,022 shares; 2024Q4: 146,685 shares; 2025Q1: 149,148 shares; 2025Q2: 137,072 shares; 2025Q3: 165,924 shares; 2025Q4: 282,203 shares; 2026Q1: 302,168 shares 302,168 $21.2M 0.29% +19,965 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,725 shares; 2024Q4: 103,813 shares; 2025Q1: 133,093 shares; 2025Q2: 161,199 shares; 2025Q3: 242,694 shares; 2025Q4: 300,051 shares; 2026Q1: 381,007 shares 381,007 $21.2M 0.29% +80,956 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,952 shares; 2024Q4: 53,366 shares; 2025Q1: 52,204 shares; 2025Q2: 130,169 shares; 2025Q3: 344,643 shares; 2025Q4: 454,659 shares; 2026Q1: 488,054 shares 488,054 $20.8M 0.28% +33,395 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133,698 shares; 2024Q4: 148,178 shares; 2025Q1: 60,250 shares; 2025Q2: 56,082 shares; 2025Q3: 57,398 shares; 2025Q4: 59,947 shares; 2026Q1: 67,954 shares 67,954 $20.5M 0.28% +8,007 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,172 shares; 2024Q4: 55,504 shares; 2025Q1: 49,961 shares; 2025Q2: 48,705 shares; 2025Q3: 77,500 shares; 2025Q4: 96,437 shares; 2026Q1: 104,465 shares 104,465 $20.5M 0.28% +8,028 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,754 shares; 2024Q4: 29,649 shares; 2025Q1: 22,774 shares; 2025Q2: 24,950 shares; 2025Q3: 26,425 shares; 2025Q4: 28,094 shares; 2026Q1: 30,704 shares 30,704 $20.1M 0.27% +2,610 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,991 shares; 2024Q4: 42,422 shares; 2025Q1: 47,408 shares; 2025Q2: 56,782 shares; 2025Q3: 62,549 shares; 2025Q4: 69,063 shares; 2026Q1: 394,636 shares 394,636 $20M 0.27% +325,573 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,655 shares; 2024Q4: 310,026 shares; 2025Q1: 293,324 shares; 2025Q2: 446,796 shares; 2025Q3: 93,873 shares; 2025Q4: 100,236 shares; 2026Q1: 401,596 shares 401,596 $19.8M 0.27% +301,360 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 201,912 shares; 2024Q4: 192,204 shares; 2025Q1: 1,283,761 shares; 2025Q2: 173,840 shares; 2025Q3: 160,246 shares; 2025Q4: 144,050 shares; 2026Q1: 192,146 shares 192,146 $19.3M 0.26% +48,096 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,694 shares; 2024Q4: 67,085 shares; 2025Q1: 85,247 shares; 2025Q2: 89,015 shares; 2025Q3: 254,573 shares; 2025Q4: 346,131 shares; 2026Q1: 327,938 shares 327,938 $19.1M 0.26% -18,193 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,000 shares; 2024Q4: 143,638 shares; 2025Q1: 194,247 shares; 2025Q2: 243,409 shares; 2025Q3: 288,639 shares; 2025Q4: 338,489 shares; 2026Q1: 536,503 shares 536,503 $19M 0.26% +198,014 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,996 shares; 2024Q4: 72,505 shares; 2025Q1: 91,981 shares; 2025Q2: 117,721 shares; 2025Q3: 130,007 shares; 2025Q4: 235,918 shares; 2026Q1: 269,660 shares 269,660 $18.4M 0.25% +33,742 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 326,982 shares; 2024Q4: 258,594 shares; 2025Q1: 203,972 shares; 2025Q2: 238,902 shares; 2025Q3: 387,909 shares; 2025Q4: 421,276 shares; 2026Q1: 217,829 shares 217,829 $17.9M 0.24% -203,447 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,678 shares; 2024Q4: 52,951 shares; 2025Q1: 58,707 shares; 2025Q2: 47,618 shares; 2025Q3: 5,684 shares; 2025Q4: 24,717 shares; 2026Q1: 53,556 shares 53,556 $17.5M 0.24% +28,839 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,405 shares; 2024Q4: 29,216 shares; 2025Q1: 29,813 shares; 2025Q2: 32,209 shares; 2025Q3: 40,003 shares; 2025Q4: 43,787 shares; 2026Q1: 47,148 shares 47,148 $17.3M 0.24% +3,361 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,364 shares; 2024Q4: 76,176 shares; 2025Q1: 77,496 shares; 2025Q2: 62,720 shares; 2025Q3: 84,296 shares; 2025Q4: 74,476 shares; 2026Q1: 67,295 shares 67,295 $17.1M 0.23% -7,181 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,928 shares; 2024Q4: 84,952 shares; 2025Q1: 86,321 shares; 2025Q2: 104,500 shares; 2025Q3: 15,535 shares; 2025Q4: 18,192 shares; 2026Q1: 104,509 shares 104,509 $16.9M 0.23% +86,317 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,933 shares; 2024Q4: 54,062 shares; 2025Q1: 20,934 shares; 2025Q2: 51,373 shares; 2025Q3: 60,736 shares; 2025Q4: 66,282 shares; 2026Q1: 16,818 shares 16,818 $16.8M 0.23% -49,464 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,890 shares; 2024Q4: 69,356 shares; 2025Q1: 74,306 shares; 2025Q2: 252,713 shares; 2025Q3: 277,713 shares; 2025Q4: 320,414 shares; 2026Q1: 85,490 shares 85,490 $16.6M 0.23% -234,924 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,011 shares; 2024Q4: 43,836 shares; 2025Q1: 44,475 shares; 2025Q2: 44,622 shares; 2025Q3: 49,028 shares; 2025Q4: 49,532 shares; 2026Q1: 52,089 shares 52,089 $16.6M 0.23% +2,557 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 244,904 shares; 2024Q4: 226,691 shares; 2025Q1: 203,354 shares; 2025Q2: 199,588 shares; 2025Q3: 195,229 shares; 2025Q4: 191,676 shares; 2026Q1: 176,755 shares 176,755 $16.3M 0.22% -14,921 Timeline TOUS T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 249,964 shares; 2025Q4: 574,836 shares; 2026Q1: 471,658 shares 471,658 $16.3M 0.22% -103,178 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 345,225 shares; 2024Q4: 195,056 shares; 2025Q1: 203,453 shares; 2025Q2: 172,515 shares; 2025Q3: 217,170 shares; 2025Q4: 156,956 shares; 2026Q1: 134,751 shares 134,751 $16.2M 0.22% -22,205 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,175 shares; 2024Q4: 61,082 shares; 2025Q1: 67,830 shares; 2025Q2: 86,286 shares; 2025Q3: 92,598 shares; 2025Q4: 100,000 shares; 2026Q1: 108,356 shares 108,356 $16M 0.22% +8,356 Timeline XPH SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 264,888 shares; 2025Q1: 260,643 shares; 2025Q2: 237,014 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 295,265 shares 295,265 $16M 0.22% new Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,501 shares; 2024Q4: 74,373 shares; 2025Q1: 74,972 shares; 2025Q2: 86,546 shares; 2025Q3: 5,430 shares; 2025Q4: 10,564 shares; 2026Q1: 146,038 shares 146,038 $15.9M 0.22% +135,474 Timeline PEJ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 220,150 shares; 2025Q1: 226,163 shares; 2025Q2: 182,877 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 272,166 shares 272,166 $15.8M 0.22% new Timeline KIE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,376 shares; 2024Q4: 199,388 shares; 2025Q1: 194,753 shares; 2025Q2: 167,026 shares; 2025Q3: 277,176 shares; 2025Q4: 259,489 shares; 2026Q1: 286,126 shares 286,126 $15.7M 0.22% +26,637 Timeline KBWP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,537 shares; 2024Q4: 97,074 shares; 2025Q1: 96,703 shares; 2025Q2: 78,873 shares; 2025Q3: 133,586 shares; 2025Q4: 122,816 shares; 2026Q1: 131,958 shares 131,958 $15.7M 0.21% +9,142 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115,302 shares; 2024Q4: 111,809 shares; 2025Q1: 109,382 shares; 2025Q2: 116,132 shares; 2025Q3: 121,742 shares; 2025Q4: 199,671 shares; 2026Q1: 204,086 shares 204,086 $15.6M 0.21% +4,415 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,101 shares; 2024Q4: 68,602 shares; 2025Q1: 68,689 shares; 2025Q2: 70,123 shares; 2025Q3: 70,947 shares; 2025Q4: 71,830 shares; 2026Q1: 71,619 shares 71,619 $15.6M 0.21% -211 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 736,429 shares; 2024Q4: 449,600 shares; 2025Q1: 351,408 shares; 2025Q2: 420,328 shares; 2025Q3: 1,097,078 shares; 2025Q4: 1,145,212 shares; 2026Q1: 375,537 shares 375,537 $15.3M 0.21% -769,675 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,363 shares; 2024Q4: 206,678 shares; 2025Q1: 190,701 shares; 2025Q2: 161,199 shares; 2025Q3: 268,688 shares; 2025Q4: 252,479 shares; 2026Q1: 286,729 shares 286,729 $15.3M 0.21% +34,250 Timeline XSW SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 60,107 shares; 2025Q1: 68,040 shares; 2025Q2: 53,710 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 107,185 shares 107,185 $15.3M 0.21% new Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,740 shares; 2024Q4: 23,045 shares; 2025Q1: 35,052 shares; 2025Q2: 35,331 shares; 2025Q3: 35,292 shares; 2025Q4: 54,499 shares; 2026Q1: 39,662 shares 39,662 $15.2M 0.21% -14,837 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,973 shares; 2024Q4: 228,913 shares; 2025Q1: 224,121 shares; 2025Q2: 207,002 shares; 2025Q3: 351,526 shares; 2025Q4: 317,384 shares; 2026Q1: 359,890 shares 359,890 $15.1M 0.21% +42,506 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 156,461 shares; 2024Q4: 138,056 shares; 2025Q1: 119,821 shares; 2025Q2: 116,224 shares; 2025Q3: 111,657 shares; 2025Q4: 102,547 shares; 2026Q1: 96,119 shares 96,119 $14.8M 0.2% -6,428 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,633 shares; 2024Q4: 59,682 shares; 2025Q1: 88,802 shares; 2025Q2: 152,697 shares; 2025Q3: 167,610 shares; 2025Q4: 135,090 shares; 2026Q1: 298,853 shares 298,853 $14.8M 0.2% +163,763 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,823 shares; 2024Q4: 30,481 shares; 2025Q1: 48,118 shares; 2025Q2: 49,021 shares; 2025Q3: 361,444 shares; 2025Q4: 416,924 shares; 2026Q1: 284,031 shares 284,031 $14.7M 0.2% -132,893 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 454,244 shares; 2024Q4: 436,612 shares; 2025Q1: 441,245 shares; 2025Q2: 442,884 shares; 2025Q3: 466,205 shares; 2025Q4: 479,439 shares; 2026Q1: 488,008 shares 488,008 $14.7M 0.2% +8,569 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,058 shares; 2024Q4: 80,492 shares; 2025Q1: 81,753 shares; 2025Q2: 83,716 shares; 2025Q3: 86,640 shares; 2025Q4: 93,321 shares; 2026Q1: 101,344 shares 101,344 $14.6M 0.2% +8,023 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,647 shares; 2024Q4: 25,966 shares; 2025Q1: 27,994 shares; 2025Q2: 29,651 shares; 2025Q3: 32,300 shares; 2025Q4: 38,407 shares; 2026Q1: 43,907 shares 43,907 $14.1M 0.19% +5,500 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 146,725 shares; 2024Q4: 226,662 shares; 2025Q1: 145,330 shares; 2025Q2: 149,014 shares; 2025Q3: 149,808 shares; 2025Q4: 150,113 shares; 2026Q1: 151,039 shares 151,039 $14M 0.19% +926 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194,976 shares; 2024Q4: 217,996 shares; 2025Q1: 301,803 shares; 2025Q2: 356,626 shares; 2025Q3: 356,984 shares; 2025Q4: 233,880 shares; 2026Q1: 245,608 shares 245,608 $13.9M 0.19% +11,728 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,430 shares; 2024Q4: 23,855 shares; 2025Q1: 24,416 shares; 2025Q2: 23,569 shares; 2025Q3: 23,027 shares; 2025Q4: 23,141 shares; 2026Q1: 56,737 shares 56,737 $13.9M 0.19% +33,596 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,140 shares; 2024Q4: 422,621 shares; 2025Q1: 491,749 shares; 2025Q2: 536,291 shares; 2025Q3: 450,222 shares; 2025Q4: 441,969 shares; 2026Q1: 443,481 shares 443,481 $13.6M 0.19% +1,512 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,065,402 shares; 2024Q4: 131,198 shares; 2025Q1: 109,010 shares; 2025Q2: 103,856 shares; 2025Q3: 102,023 shares; 2025Q4: 103,350 shares; 2026Q1: 95,438 shares 95,438 $13.6M 0.19% -7,912 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,955 shares; 2024Q4: 421,641 shares; 2025Q1: 462,769 shares; 2025Q2: 496,204 shares; 2025Q3: 503,878 shares; 2025Q4: 469,427 shares; 2026Q1: 446,935 shares 446,935 $13M 0.18% -22,492 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,272 shares; 2024Q4: 48,586 shares; 2025Q1: 41,585 shares; 2025Q2: 40,251 shares; 2025Q3: 40,732 shares; 2025Q4: 37,812 shares; 2026Q1: 36,365 shares 36,365 $12.8M 0.17% -1,447 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 146,994 shares; 2024Q4: 99,787 shares; 2025Q1: 107,162 shares; 2025Q2: 113,001 shares; 2025Q3: 232,606 shares; 2025Q4: 239,103 shares; 2026Q1: 143,944 shares 143,944 $12.5M 0.17% -95,159 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,871 shares; 2024Q4: 53,159 shares; 2025Q1: 89,855 shares; 2025Q2: 110,242 shares; 2025Q3: 155,640 shares; 2025Q4: 154,673 shares; 2026Q1: 163,120 shares 163,120 $12.3M 0.17% +8,447 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,428 shares; 2024Q4: 33,824 shares; 2025Q1: 31,981 shares; 2025Q2: 30,799 shares; 2025Q3: 39,517 shares; 2025Q4: 42,400 shares; 2026Q1: 42,248 shares 42,248 $12.1M 0.17% -152 Timeline BAB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 469,941 shares; 2024Q4: 297,313 shares; 2025Q1: 327,569 shares; 2025Q2: 340,868 shares; 2025Q3: 713,285 shares; 2025Q4: 758,986 shares; 2026Q1: 444,273 shares 444,273 $12M 0.16% -314,713 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 97,741 shares; 2025Q1: 111,303 shares; 2025Q2: 110,797 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 130,481 shares 130,481 $11.9M 0.16% new Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,163 shares; 2024Q4: 42,369 shares; 2025Q1: 52,574 shares; 2025Q2: 41,951 shares; 2025Q3: 41,639 shares; 2025Q4: 42,899 shares; 2026Q1: 50,472 shares 50,472 $11.9M 0.16% +7,573 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131,225 shares; 2024Q4: 134,117 shares; 2025Q1: 152,467 shares; 2025Q2: 165,489 shares; 2025Q3: 46,930 shares; 2025Q4: 51,240 shares; 2026Q1: 60,281 shares 60,281 $11.3M 0.15% +9,041 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 421,628 shares; 2025Q4: 406,878 shares; 2026Q1: 441,503 shares 441,503 $11.2M 0.15% +34,625 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,325 shares; 2024Q4: 23,549 shares; 2025Q1: 51,899 shares; 2025Q2: 66,298 shares; 2025Q3: 73,366 shares; 2025Q4: 96,749 shares; 2026Q1: 96,438 shares 96,438 $11.2M 0.15% -311 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 56,282 shares; 2025Q1: 55,267 shares; 2025Q2: 53,898 shares; 2025Q3: 52,916 shares; 2025Q4: 51,078 shares; 2026Q1: 51,835 shares 51,835 $11.1M 0.15% +757 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,369 shares; 2024Q4: 55,240 shares; 2025Q1: 36,141 shares; 2025Q2: 36,662 shares; 2025Q3: 95,726 shares; 2025Q4: 86,769 shares; 2026Q1: 85,912 shares 85,912 $11.1M 0.15% -857 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 136,961 shares; 2024Q4: 154,573 shares; 2025Q1: 209,923 shares; 2025Q2: 251,692 shares; 2025Q3: 301,636 shares; 2025Q4: 338,353 shares; 2026Q1: 404,251 shares 404,251 $11M 0.15% +65,898 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 178,583 shares; 2024Q4: 177,339 shares; 2025Q1: 194,002 shares; 2025Q2: 204,463 shares; 2025Q3: 203,047 shares; 2025Q4: 153,037 shares; 2026Q1: 239,953 shares 239,953 $11M 0.15% +86,916 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,185 shares; 2024Q4: 74,676 shares; 2025Q1: 73,129 shares; 2025Q2: 120,657 shares; 2025Q3: 135,162 shares; 2025Q4: 140,911 shares; 2026Q1: 143,416 shares 143,416 $10.9M 0.15% +2,505 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,023 shares; 2024Q4: 144,967 shares; 2025Q1: 136,340 shares; 2025Q2: 148,218 shares; 2025Q3: 154,665 shares; 2025Q4: 156,637 shares; 2026Q1: 161,434 shares 161,434 $10.9M 0.15% +4,797 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,301 shares; 2024Q4: 18,740 shares; 2025Q1: 18,619 shares; 2025Q2: 17,569 shares; 2025Q3: 17,637 shares; 2025Q4: 17,582 shares; 2026Q1: 17,810 shares 17,810 $10.8M 0.15% +228 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,962 shares; 2024Q4: 33,160 shares; 2025Q1: 29,137 shares; 2025Q2: 29,523 shares; 2025Q3: 29,997 shares; 2025Q4: 26,762 shares; 2026Q1: 36,676 shares 36,676 $10.7M 0.15% +9,914 Timeline ROUS LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,165 shares; 2024Q4: 9,293 shares; 2025Q1: 9,327 shares; 2025Q2: 11,705 shares; 2025Q3: 15,051 shares; 2025Q4: 16,581 shares; 2026Q1: 177,876 shares 177,876 $10.5M 0.14% +161,295 Timeline IDMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,910 shares; 2025Q3: 128,771 shares; 2025Q4: 187,537 shares; 2026Q1: 188,820 shares 188,820 $10.4M 0.14% +1,283 Timeline IVOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 81,601 shares 81,601 $10.2M 0.14% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,105 shares; 2024Q4: 40,795 shares; 2025Q1: 208,359 shares; 2025Q2: 208,986 shares; 2025Q3: 50,740 shares; 2025Q4: 48,004 shares; 2026Q1: 53,498 shares 53,498 $10.1M 0.14% +5,494 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,030 shares; 2024Q4: 84,966 shares; 2025Q1: 106,816 shares; 2025Q2: 123,797 shares; 2025Q3: 93,571 shares; 2025Q4: 138,555 shares; 2026Q1: 159,185 shares 159,185 $9.96M 0.14% +20,630 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,864 shares; 2024Q4: 8,288 shares; 2025Q1: 9,353 shares; 2025Q2: 11,677 shares; 2025Q3: 11,381 shares; 2025Q4: 224,488 shares; 2026Q1: 54,400 shares 54,400 $9.92M 0.14% -170,088 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,018 shares; 2024Q4: 7,615 shares; 2025Q1: 7,590 shares; 2025Q2: 6,550 shares; 2025Q3: 7,275 shares; 2025Q4: 7,518 shares; 2026Q1: 32,605 shares 32,605 $9.85M 0.13% +25,087 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,273 shares; 2024Q4: 32,967 shares; 2025Q1: 43,818 shares; 2025Q2: 41,195 shares; 2025Q3: 39,872 shares; 2025Q4: 42,161 shares; 2026Q1: 174,018 shares 174,018 $9.61M 0.13% +131,857 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 181,793 shares; 2024Q4: 219,296 shares; 2025Q1: 191,785 shares; 2025Q2: 235,612 shares; 2025Q3: 267,579 shares; 2025Q4: 294,911 shares; 2026Q1: 365,671 shares 365,671 $9.6M 0.13% +70,760 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143,658 shares; 2024Q4: 170,909 shares; 2025Q1: 47,292 shares; 2025Q2: 42,877 shares; 2025Q3: 44,237 shares; 2025Q4: 50,883 shares; 2026Q1: 54,927 shares 54,927 $9.48M 0.13% +4,044 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,066 shares; 2024Q4: 26,579 shares; 2025Q1: 34,562 shares; 2025Q2: 61,149 shares; 2025Q3: 146,993 shares; 2025Q4: 218,762 shares; 2026Q1: 184,753 shares 184,753 $9.39M 0.13% -34,009 Timeline ICLO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158,882 shares; 2024Q4: 220,412 shares; 2025Q1: 321,104 shares; 2025Q2: 331,971 shares; 2025Q3: 349,861 shares; 2025Q4: 337,345 shares; 2026Q1: 365,992 shares 365,992 $9.34M 0.13% +28,647 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 267,449 shares; 2024Q4: 262,296 shares; 2025Q1: 258,654 shares; 2025Q2: 256,525 shares; 2025Q3: 260,890 shares; 2025Q4: 339,553 shares; 2026Q1: 319,564 shares 319,564 $9.32M 0.13% -19,989 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,972 shares; 2024Q4: 10,665 shares; 2025Q1: 11,118 shares; 2025Q2: 12,235 shares; 2025Q3: 13,029 shares; 2025Q4: 10,092 shares; 2026Q1: 63,595 shares 63,595 $9.27M 0.13% +53,503 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,969 shares; 2024Q4: 43,584 shares; 2025Q1: 43,878 shares; 2025Q2: 50,253 shares; 2025Q3: 53,547 shares; 2025Q4: 62,308 shares; 2026Q1: 70,463 shares 70,463 $9.23M 0.13% +8,155 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,811 shares; 2024Q4: 43,136 shares; 2025Q1: 54,143 shares; 2025Q2: 59,929 shares; 2025Q3: 62,848 shares; 2025Q4: 130,129 shares; 2026Q1: 148,122 shares 148,122 $9.07M 0.12% +17,993 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,736 shares; 2024Q4: 11,159 shares; 2025Q1: 11,073 shares; 2025Q2: 11,159 shares; 2025Q3: 11,468 shares; 2025Q4: 11,587 shares; 2026Q1: 12,767 shares 12,767 $9.04M 0.12% +1,180 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,042 shares; 2024Q4: 110,904 shares; 2025Q1: 76,422 shares; 2025Q2: 80,736 shares; 2025Q3: 88,352 shares; 2025Q4: 95,937 shares; 2026Q1: 100,988 shares 100,988 $8.96M 0.12% +5,051 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,732 shares; 2024Q4: 31,840 shares; 2025Q1: 45,469 shares; 2025Q2: 36,090 shares; 2025Q3: 43,146 shares; 2025Q4: 44,112 shares; 2026Q1: 46,383 shares 46,383 $8.95M 0.12% +2,271 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,988 shares; 2024Q4: 84,607 shares; 2025Q1: 82,185 shares; 2025Q2: 53,901 shares; 2025Q3: 48,962 shares; 2025Q4: 54,773 shares; 2026Q1: 57,607 shares 57,607 $8.95M 0.12% +2,834 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 259,833 shares; 2024Q4: 258,079 shares; 2025Q1: 260,055 shares; 2025Q2: 271,419 shares; 2025Q3: 267,347 shares; 2025Q4: 317,561 shares; 2026Q1: 307,187 shares 307,187 $8.91M 0.12% -10,374 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,461 shares; 2024Q4: 9,940 shares; 2025Q1: 9,302 shares; 2025Q2: 39,919 shares; 2025Q3: 39,611 shares; 2025Q4: 35,145 shares; 2026Q1: 32,727 shares 32,727 $8.86M 0.12% -2,418 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,723 shares; 2024Q4: 7,502 shares; 2025Q1: 8,064 shares; 2025Q2: 7,723 shares; 2025Q3: 7,530 shares; 2025Q4: 8,102 shares; 2026Q1: 10,117 shares 10,117 $8.83M 0.12% +2,015 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,067 shares; 2024Q4: 80,095 shares; 2025Q1: 81,664 shares; 2025Q2: 81,780 shares; 2025Q3: 81,501 shares; 2025Q4: 82,361 shares; 2026Q1: 85,465 shares 85,465 $8.77M 0.12% +3,104 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,927 shares; 2024Q4: 15,021 shares; 2025Q1: 15,010 shares; 2025Q2: 14,931 shares; 2025Q3: 15,013 shares; 2025Q4: 14,426 shares; 2026Q1: 50,446 shares 50,446 $8.75M 0.12% +36,020 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,488 shares; 2024Q4: 1,490 shares; 2025Q1: 221,232 shares; 2025Q2: 44,945 shares; 2025Q3: 41,566 shares; 2025Q4: 42,302 shares; 2026Q1: 46,794 shares 46,794 $8.73M 0.12% +4,492 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 201,483 shares; 2024Q4: 227,638 shares; 2025Q1: 226,481 shares; 2025Q2: 245,410 shares; 2025Q3: 335,041 shares; 2025Q4: 222,234 shares; 2026Q1: 146,889 shares 146,889 $8.72M 0.12% -75,345 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,991 shares; 2024Q4: 28,278 shares; 2025Q1: 57,295 shares; 2025Q2: 30,302 shares; 2025Q3: 215,476 shares; 2025Q4: 38,241 shares; 2026Q1: 35,768 shares 35,768 $8.67M 0.12% -2,473 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,572 shares; 2024Q4: 35,056 shares; 2025Q1: 36,493 shares; 2025Q2: 35,552 shares; 2025Q3: 48,994 shares; 2025Q4: 34,307 shares; 2026Q1: 32,444 shares 32,444 $8.65M 0.12% -1,863 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,621 shares; 2025Q1: 14,752 shares; 2025Q2: 7,555 shares; 2025Q3: 8,188 shares; 2025Q4: 8,371 shares; 2026Q1: 8,985 shares 8,985 $8.64M 0.12% +614 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,684 shares; 2024Q4: 49,549 shares; 2025Q1: 49,679 shares; 2025Q2: 50,018 shares; 2025Q3: 47,785 shares; 2025Q4: 48,020 shares; 2026Q1: 53,403 shares 53,403 $8.53M 0.12% +5,383 Timeline YEAR AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139,921 shares; 2024Q4: 152,894 shares; 2025Q1: 161,446 shares; 2025Q2: 178,620 shares; 2025Q3: 185,324 shares; 2025Q4: 185,022 shares; 2026Q1: 167,620 shares 167,620 $8.46M 0.12% -17,402 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,912 shares; 2024Q4: 9,437 shares; 2025Q1: 9,926 shares; 2025Q2: 10,170 shares; 2025Q3: 11,035 shares; 2025Q4: 11,420 shares; 2026Q1: 12,105 shares 12,105 $8.45M 0.12% +685 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,258 shares; 2024Q4: 8,362 shares; 2025Q1: 9,792 shares; 2025Q2: 9,988 shares; 2025Q3: 9,957 shares; 2025Q4: 10,071 shares; 2026Q1: 69,596 shares 69,596 $8.42M 0.12% +59,525 Timeline MGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 412,994 shares; 2024Q4: 370,777 shares; 2025Q1: 321,343 shares; 2025Q2: 308,756 shares; 2025Q3: 302,436 shares; 2025Q4: 431,624 shares; 2026Q1: 411,346 shares 411,346 $8.34M 0.11% -20,278 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,441 shares; 2024Q4: 3,866 shares; 2025Q1: 3,757 shares; 2025Q2: 3,646 shares; 2025Q3: 3,762 shares; 2025Q4: 3,215 shares; 2026Q1: 26,408 shares 26,408 $8.29M 0.11% +23,193 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,590 shares; 2024Q4: 20,128 shares; 2025Q1: 20,406 shares; 2025Q2: 19,991 shares; 2025Q3: 19,809 shares; 2025Q4: 20,554 shares; 2026Q1: 19,035 shares 19,035 $8.12M 0.11% -1,519 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,517 shares; 2024Q4: 2,026 shares; 2025Q1: 2,141 shares; 2025Q2: 2,136 shares; 2025Q3: 2,954 shares; 2025Q4: 3,045 shares; 2026Q1: 39,356 shares 39,356 $8.1M 0.11% +36,311 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,787 shares; 2024Q4: 10,706 shares; 2025Q1: 39,021 shares; 2025Q2: 30,832 shares; 2025Q3: 35,938 shares; 2025Q4: 9,047 shares; 2026Q1: 40,792 shares 40,792 $8.09M 0.11% +31,745 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,649 shares; 2024Q4: 31,264 shares; 2025Q1: 36,326 shares; 2025Q2: 38,908 shares; 2025Q3: 493,632 shares; 2025Q4: 492,210 shares; 2026Q1: 308,074 shares 308,074 $8.07M 0.11% -184,136 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,014 shares; 2024Q4: 3,261 shares; 2025Q1: 2,659 shares; 2025Q2: 2,678 shares; 2025Q3: 33,937 shares; 2025Q4: 45,073 shares; 2026Q1: 22,634 shares 22,634 $8.06M 0.11% -22,439 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,896 shares; 2024Q4: 142,348 shares; 2025Q1: 132,446 shares; 2025Q2: 140,903 shares; 2025Q3: 134,306 shares; 2025Q4: 163,411 shares; 2026Q1: 159,147 shares 159,147 $7.99M 0.11% -4,264 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,514 shares; 2024Q4: 40,795 shares; 2025Q1: 45,870 shares; 2025Q2: 42,584 shares; 2025Q3: 64,042 shares; 2025Q4: 42,975 shares; 2026Q1: 43,721 shares 43,721 $7.97M 0.11% +746 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 321,096 shares; 2024Q4: 339,629 shares; 2025Q1: 300,666 shares; 2025Q2: 300,580 shares; 2025Q3: 322,896 shares; 2025Q4: 315,531 shares; 2026Q1: 277,199 shares 277,199 $7.96M 0.11% -38,332 Timeline DEUS DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 132,453 shares 132,453 $7.93M 0.11% new Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,974 shares; 2024Q4: 77,045 shares; 2025Q1: 79,315 shares; 2025Q2: 79,124 shares; 2025Q3: 92,750 shares; 2025Q4: 97,134 shares; 2026Q1: 99,393 shares 99,393 $7.91M 0.11% +2,259 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154,342 shares; 2024Q4: 155,289 shares; 2025Q1: 154,541 shares; 2025Q2: 160,767 shares; 2025Q3: 166,335 shares; 2025Q4: 169,646 shares; 2026Q1: 171,821 shares 171,821 $7.9M 0.11% +2,175 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,132 shares; 2024Q4: 100,859 shares; 2025Q1: 104,000 shares; 2025Q2: 101,640 shares; 2025Q3: 112,237 shares; 2025Q4: 110,899 shares; 2026Q1: 108,318 shares 108,318 $7.88M 0.11% -2,581 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,130 shares; 2024Q4: 108,204 shares; 2025Q1: 99,801 shares; 2025Q2: 108,646 shares; 2025Q3: 118,594 shares; 2025Q4: 130,331 shares; 2026Q1: 144,489 shares 144,489 $7.82M 0.11% +14,158 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 191,669 shares 191,669 $7.82M 0.11% new Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 58,532 shares; 2025Q1: not reported; 2025Q2: 4,747 shares; 2025Q3: 74,689 shares; 2025Q4: 106,667 shares; 2026Q1: 102,218 shares 102,218 $7.77M 0.11% -4,449 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 768,438 shares; 2024Q4: 71,068 shares; 2025Q1: 58,549 shares; 2025Q2: 48,055 shares; 2025Q3: 40,450 shares; 2025Q4: 44,488 shares; 2026Q1: 105,520 shares 105,520 $7.77M 0.11% +61,032 Timeline IQDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 244,397 shares 244,397 $7.74M 0.11% new Timeline HAWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 188,550 shares 188,550 $7.71M 0.11% new Timeline JHEM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 224,387 shares 224,387 $7.69M 0.11% new Timeline ASCE ALLSPRING EXCHANGE TRADED FU More: the full row for ALLSPRING EXCHANGE TRADED FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 246,010 shares; 2025Q4: 264,453 shares; 2026Q1: 275,406 shares 275,406 $7.69M 0.11% +10,953 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,259 shares; 2024Q4: 22,812 shares; 2025Q1: 24,191 shares; 2025Q2: 24,417 shares; 2025Q3: 23,974 shares; 2025Q4: 24,087 shares; 2026Q1: 25,287 shares 25,287 $7.65M 0.1% +1,200 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,806 shares; 2024Q4: 140,976 shares; 2025Q1: 127,287 shares; 2025Q2: 151,473 shares; 2025Q3: 172,181 shares; 2025Q4: 178,236 shares; 2026Q1: 151,684 shares 151,684 $7.64M 0.1% -26,552 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 68,649 shares; 2025Q3: 292,022 shares; 2025Q4: 299,583 shares; 2026Q1: 162,270 shares 162,270 $7.63M 0.1% -137,313 Timeline FIVA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 217,862 shares 217,862 $7.58M 0.1% new Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 206,979 shares 206,979 $7.57M 0.1% new Timeline IFV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 299,475 shares 299,475 $7.57M 0.1% new Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,126 shares; 2024Q4: 10,340 shares; 2025Q1: 20,207 shares; 2025Q2: 20,286 shares; 2025Q3: 20,409 shares; 2025Q4: 24,902 shares; 2026Q1: 28,919 shares 28,919 $7.53M 0.1% +4,017 Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,811 shares 43,811 $7.52M 0.1% new Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,857 shares; 2024Q4: 2,886 shares; 2025Q1: 2,876 shares; 2025Q2: 2,895 shares; 2025Q3: 2,899 shares; 2025Q4: 19,524 shares; 2026Q1: 16,917 shares 16,917 $7.52M 0.1% -2,607 Timeline FYT FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,206 shares; 2024Q4: 107,406 shares; 2025Q1: 95,056 shares; 2025Q2: 93,749 shares; 2025Q3: 93,611 shares; 2025Q4: 129,940 shares; 2026Q1: 121,478 shares 121,478 $7.51M 0.1% -8,462 Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 95,339 shares 95,339 $7.46M 0.1% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,164 shares; 2024Q4: 5,507 shares; 2025Q1: 5,365 shares; 2025Q2: 5,504 shares; 2025Q3: 5,649 shares; 2025Q4: 7,014 shares; 2026Q1: 13,228 shares 13,228 $7.45M 0.1% +6,214 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,839 shares; 2024Q4: 87,217 shares; 2025Q1: 76,135 shares; 2025Q2: 73,603 shares; 2025Q3: 70,813 shares; 2025Q4: 63,890 shares; 2026Q1: 60,989 shares 60,989 $7.44M 0.1% -2,901 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,111 shares; 2024Q4: not reported; 2025Q1: 25,744 shares; 2025Q2: 27,711 shares; 2025Q3: 105,272 shares; 2025Q4: 145,352 shares; 2026Q1: 206,457 shares 206,457 $7.41M 0.1% +61,105 Timeline VALQ AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 113,969 shares 113,969 $7.41M 0.1% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,990 shares; 2024Q4: 14,074 shares; 2025Q1: 13,807 shares; 2025Q2: 13,830 shares; 2025Q3: 14,129 shares; 2025Q4: 14,039 shares; 2026Q1: 25,381 shares 25,381 $7.4M 0.1% +11,342 Timeline SPXT PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 72,777 shares 72,777 $7.37M 0.1% new Timeline FLQL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,816 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 108,956 shares 108,956 $7.37M 0.1% new Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,259 shares; 2024Q4: 13,968 shares; 2025Q1: 14,462 shares; 2025Q2: 15,436 shares; 2025Q3: 16,873 shares; 2025Q4: 38,025 shares; 2026Q1: 45,000 shares 45,000 $7.36M 0.1% +6,975 Timeline AFLG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 41,832 shares; 2025Q2: 42,885 shares; 2025Q3: 44,483 shares; 2025Q4: 227,591 shares; 2026Q1: 190,563 shares 190,563 $7.35M 0.1% -37,028 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,518 shares; 2024Q4: 30,015 shares; 2025Q1: 28,958 shares; 2025Q2: 28,825 shares; 2025Q3: 28,380 shares; 2025Q4: 290,610 shares; 2026Q1: 279,144 shares 279,144 $7.34M 0.1% -11,466 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,919 shares; 2024Q4: 158,111 shares; 2025Q1: 84,836 shares; 2025Q2: 88,641 shares; 2025Q3: 82,611 shares; 2025Q4: 87,529 shares; 2026Q1: 111,068 shares 111,068 $7.33M 0.1% +23,539 Timeline GPIX GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,084 shares; 2025Q4: 137,275 shares; 2026Q1: 146,447 shares 146,447 $7.33M 0.1% +9,172 Timeline QLC FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 93,465 shares 93,465 $7.31M 0.1% new Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,663 shares; 2024Q4: 8,567 shares; 2025Q1: 8,195 shares; 2025Q2: 7,895 shares; 2025Q3: 61,828 shares; 2025Q4: 139,053 shares; 2026Q1: 143,502 shares 143,502 $7.28M 0.1% +4,449 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,230 shares 25,230 $7.26M 0.1% new Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,614 shares 31,614 $7.24M 0.1% new Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,200 shares; 2024Q4: 30,420 shares; 2025Q1: 42,493 shares; 2025Q2: 141,994 shares; 2025Q3: 171,504 shares; 2025Q4: 80,115 shares; 2026Q1: 78,825 shares 78,825 $7.23M 0.1% -1,290 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,984 shares; 2024Q4: 3,444 shares; 2025Q1: 2,718 shares; 2025Q2: 2,756 shares; 2025Q3: 3,142 shares; 2025Q4: 3,318 shares; 2026Q1: 64,922 shares 64,922 $7.23M 0.1% +61,604 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,251 shares; 2024Q4: 23,501 shares; 2025Q1: 24,532 shares; 2025Q2: 24,423 shares; 2025Q3: 40,975 shares; 2025Q4: 26,560 shares; 2026Q1: 24,623 shares 24,623 $7.21M 0.1% -1,937 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,851 shares; 2024Q4: 31,406 shares; 2025Q1: 35,116 shares; 2025Q2: 103,719 shares; 2025Q3: 121,985 shares; 2025Q4: 66,011 shares; 2026Q1: 76,113 shares 76,113 $7.17M 0.1% +10,102 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,265 shares; 2024Q4: 11,366 shares; 2025Q1: not reported; 2025Q2: 29,570 shares; 2025Q3: 208,287 shares; 2025Q4: 196,028 shares; 2026Q1: 168,341 shares 168,341 $7.14M 0.1% -27,687 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,502 shares; 2024Q4: 75,676 shares; 2025Q1: 89,025 shares; 2025Q2: 98,604 shares; 2025Q3: 128,466 shares; 2025Q4: 154,821 shares; 2026Q1: 185,416 shares 185,416 $7.12M 0.1% +30,595 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,251 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 62,541 shares 62,541 $7.1M 0.1% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,676 shares; 2024Q4: 22,424 shares; 2025Q1: 22,227 shares; 2025Q2: 19,917 shares; 2025Q3: 19,824 shares; 2025Q4: 19,774 shares; 2026Q1: 19,837 shares 19,837 $7.1M 0.1% +63 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 225,720 shares; 2024Q4: 255,039 shares; 2025Q1: 274,930 shares; 2025Q2: 300,449 shares; 2025Q3: 323,582 shares; 2025Q4: 355,279 shares; 2026Q1: 372,954 shares 372,954 $7.09M 0.1% +17,675 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 197,408 shares; 2024Q4: 182,819 shares; 2025Q1: 160,325 shares; 2025Q2: 153,279 shares; 2025Q3: 143,367 shares; 2025Q4: 86,031 shares; 2026Q1: 81,376 shares 81,376 $7.07M 0.1% -4,655 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,024 shares; 2024Q4: 4,729 shares; 2025Q1: 6,260 shares; 2025Q2: 146,860 shares; 2025Q3: 144,144 shares; 2025Q4: 155,219 shares; 2026Q1: 102,879 shares 102,879 $7M 0.1% -52,340 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94,694 shares; 2024Q4: 31,718 shares; 2025Q1: 91,080 shares; 2025Q2: 30,914 shares; 2025Q3: 30,454 shares; 2025Q4: 45,810 shares; 2026Q1: 115,068 shares 115,068 $6.98M 0.1% +69,258 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,776 shares; 2025Q1: 1,562 shares; 2025Q2: 1,577 shares; 2025Q3: not reported; 2025Q4: 73,675 shares; 2026Q1: 61,395 shares 61,395 $6.92M 0.09% -12,280 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,146 shares; 2024Q4: 8,650 shares; 2025Q1: 8,004 shares; 2025Q2: 8,531 shares; 2025Q3: 15,203 shares; 2025Q4: 16,631 shares; 2026Q1: 17,678 shares 17,678 $6.9M 0.09% +1,047 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 195,507 shares; 2024Q4: 244,464 shares; 2025Q1: 248,700 shares; 2025Q2: 260,519 shares; 2025Q3: 267,923 shares; 2025Q4: 270,132 shares; 2026Q1: 276,006 shares 276,006 $6.89M 0.09% +5,874 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 171,261 shares; 2024Q4: 170,591 shares; 2025Q1: 169,334 shares; 2025Q2: 144,599 shares; 2025Q3: 143,646 shares; 2025Q4: 138,173 shares; 2026Q1: 136,841 shares 136,841 $6.89M 0.09% -1,332 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,667 shares; 2024Q4: 5,660 shares; 2025Q1: 5,660 shares; 2025Q2: 5,560 shares; 2025Q3: 193,262 shares; 2025Q4: 165,431 shares; 2026Q1: 216,560 shares 216,560 $6.87M 0.09% +51,129 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,504 shares; 2024Q4: 80,509 shares; 2025Q1: 83,794 shares; 2025Q2: 81,259 shares; 2025Q3: 77,981 shares; 2025Q4: 76,451 shares; 2026Q1: 74,011 shares 74,011 $6.87M 0.09% -2,440 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 29,869 shares; 2025Q4: 84,005 shares; 2026Q1: 90,642 shares 90,642 $6.86M 0.09% +6,637 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,837 shares; 2024Q4: 27,562 shares; 2025Q1: 20,961 shares; 2025Q2: 20,168 shares; 2025Q3: 21,064 shares; 2025Q4: 18,970 shares; 2026Q1: 27,594 shares 27,594 $6.84M 0.09% +8,624 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 208,402 shares; 2024Q4: 200,945 shares; 2025Q1: 217,867 shares; 2025Q2: 225,487 shares; 2025Q3: 219,361 shares; 2025Q4: 212,111 shares; 2026Q1: 201,207 shares 201,207 $6.79M 0.09% -10,904 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,039 shares; 2024Q4: 50,229 shares; 2025Q1: 46,043 shares; 2025Q2: 43,441 shares; 2025Q3: 60,710 shares; 2025Q4: 67,151 shares; 2026Q1: 74,664 shares 74,664 $6.76M 0.09% +7,513 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,187 shares; 2024Q4: 72,525 shares; 2025Q1: 78,299 shares; 2025Q2: 41,626 shares; 2025Q3: 47,571 shares; 2025Q4: 65,183 shares; 2026Q1: 63,213 shares 63,213 $6.71M 0.09% -1,970 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,436 shares; 2024Q4: 114,812 shares; 2025Q1: 115,151 shares; 2025Q2: 114,999 shares; 2025Q3: 115,589 shares; 2025Q4: 114,701 shares; 2026Q1: 115,668 shares 115,668 $6.67M 0.09% +967 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,432 shares; 2024Q4: 83,906 shares; 2025Q1: 85,623 shares; 2025Q2: 89,156 shares; 2025Q3: 47,111 shares; 2025Q4: 47,617 shares; 2026Q1: 53,207 shares 53,207 $6.61M 0.09% +5,590 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,611 shares; 2024Q4: 21,657 shares; 2025Q1: 30,370 shares; 2025Q2: 33,842 shares; 2025Q3: 31,857 shares; 2025Q4: 33,326 shares; 2026Q1: 78,212 shares 78,212 $6.61M 0.09% +44,886 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,834 shares; 2024Q4: 23,982 shares; 2025Q1: 24,263 shares; 2025Q2: 24,163 shares; 2025Q3: 25,944 shares; 2025Q4: 26,763 shares; 2026Q1: 27,198 shares 27,198 $6.6M 0.09% +435 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,798 shares; 2024Q4: 2,732 shares; 2025Q1: 2,705 shares; 2025Q2: 2,659 shares; 2025Q3: 2,172 shares; 2025Q4: 27,765 shares; 2026Q1: 30,190 shares 30,190 $6.55M 0.09% +2,425 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,037 shares; 2024Q4: 50,884 shares; 2025Q1: 52,338 shares; 2025Q2: 55,731 shares; 2025Q3: 55,865 shares; 2025Q4: 72,135 shares; 2026Q1: 68,930 shares 68,930 $6.52M 0.09% -3,205 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,920 shares; 2024Q4: 2,656 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,576 shares; 2026Q1: 88,001 shares 88,001 $6.51M 0.09% +59,425 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,669 shares; 2024Q4: 38,889 shares; 2025Q1: 38,515 shares; 2025Q2: 39,569 shares; 2025Q3: 27,641 shares; 2025Q4: 26,523 shares; 2026Q1: 28,758 shares 28,758 $6.5M 0.09% +2,235 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 94,949 shares; 2025Q1: 145,405 shares; 2025Q2: 151,983 shares; 2025Q3: 177,613 shares; 2025Q4: 187,316 shares; 2026Q1: 191,480 shares 191,480 $6.46M 0.09% +4,164 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,049 shares; 2024Q4: 18,951 shares; 2025Q1: 33,339 shares; 2025Q2: 45,175 shares; 2025Q3: 38,758 shares; 2025Q4: 45,124 shares; 2026Q1: 95,970 shares 95,970 $6.44M 0.09% +50,846 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,693 shares; 2024Q4: 54,044 shares; 2025Q1: 73,606 shares; 2025Q2: 57,665 shares; 2025Q3: 73,820 shares; 2025Q4: 84,291 shares; 2026Q1: 94,390 shares 94,390 $6.43M 0.09% +10,099 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,607 shares; 2024Q4: 170,247 shares; 2025Q1: 120,881 shares; 2025Q2: 161,149 shares; 2025Q3: 124,556 shares; 2025Q4: 110,883 shares; 2026Q1: 95,065 shares 95,065 $6.42M 0.09% -15,818 Timeline LGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,528 shares; 2024Q4: 78,749 shares; 2025Q1: 69,233 shares; 2025Q2: 68,571 shares; 2025Q3: 64,921 shares; 2025Q4: 310,968 shares; 2026Q1: 296,664 shares 296,664 $6.4M 0.09% -14,304 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 180,641 shares; 2026Q1: 149,784 shares 149,784 $6.33M 0.09% -30,857 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 59,157 shares; 2026Q1: 42,988 shares 42,988 $6.33M 0.09% -16,169 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 46,160 shares; 2025Q1: 50,301 shares; 2025Q2: 56,770 shares; 2025Q3: 76,893 shares; 2025Q4: 88,522 shares; 2026Q1: 89,908 shares 89,908 $6.33M 0.09% +1,386 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,085 shares; 2024Q4: 8,053 shares; 2025Q1: 8,068 shares; 2025Q2: 97,779 shares; 2025Q3: 122,339 shares; 2025Q4: 87,873 shares; 2026Q1: 80,820 shares 80,820 $6.31M 0.09% -7,053 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,150 shares; 2024Q4: 8,272 shares; 2025Q1: 9,752 shares; 2025Q2: 9,192 shares; 2025Q3: 13,015 shares; 2025Q4: 22,878 shares; 2026Q1: 24,480 shares 24,480 $6.3M 0.09% +1,602 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,636 shares; 2024Q4: 51,736 shares; 2025Q1: 53,853 shares; 2025Q2: 52,690 shares; 2025Q3: 57,224 shares; 2025Q4: 57,816 shares; 2026Q1: 57,202 shares 57,202 $6.27M 0.09% -614 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,261 shares; 2024Q4: 113,980 shares; 2025Q1: 116,060 shares; 2025Q2: 118,761 shares; 2025Q3: 118,497 shares; 2025Q4: 118,274 shares; 2026Q1: 128,325 shares 128,325 $6.26M 0.09% +10,051 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,267 shares; 2024Q4: 5,225 shares; 2025Q1: 5,153 shares; 2025Q2: 5,267 shares; 2025Q3: 3,654 shares; 2025Q4: 3,658 shares; 2026Q1: 95,689 shares 95,689 $6.24M 0.09% +92,031 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,211 shares; 2024Q4: 131,676 shares; 2025Q1: 114,545 shares; 2025Q2: 118,873 shares; 2025Q3: 126,455 shares; 2025Q4: 105,727 shares; 2026Q1: 101,350 shares 101,350 $6.22M 0.08% -4,377 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,629 shares; 2024Q4: 159,281 shares; 2025Q1: 181,867 shares; 2025Q2: 166,651 shares; 2025Q3: 181,491 shares; 2025Q4: 216,415 shares; 2026Q1: 221,263 shares 221,263 $6.21M 0.08% +4,848 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 106,709 shares; 2024Q4: 101,786 shares; 2025Q1: 86,306 shares; 2025Q2: 90,595 shares; 2025Q3: 105,057 shares; 2025Q4: 104,995 shares; 2026Q1: 96,849 shares 96,849 $6.21M 0.08% -8,146 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 258,215 shares; 2024Q4: 263,431 shares; 2025Q1: 199,661 shares; 2025Q2: 208,927 shares; 2025Q3: 213,076 shares; 2025Q4: 187,236 shares; 2026Q1: 165,601 shares 165,601 $6.17M 0.08% -21,635 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,412 shares; 2024Q4: 12,198 shares; 2025Q1: 11,134 shares; 2025Q2: 11,519 shares; 2025Q3: 202,749 shares; 2025Q4: 176,256 shares; 2026Q1: 163,631 shares 163,631 $6.09M 0.08% -12,625 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,591 shares; 2024Q4: 15,078 shares; 2025Q1: 17,143 shares; 2025Q2: 18,137 shares; 2025Q3: 19,966 shares; 2025Q4: 21,350 shares; 2026Q1: 31,646 shares 31,646 $6.07M 0.08% +10,296 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 239,429 shares; 2024Q4: 76,686 shares; 2025Q1: 72,128 shares; 2025Q2: 76,268 shares; 2025Q3: 78,260 shares; 2025Q4: 79,138 shares; 2026Q1: 77,954 shares 77,954 $6.05M 0.08% -1,184 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,865 shares; 2024Q4: 28,412 shares; 2025Q1: 28,035 shares; 2025Q2: 27,997 shares; 2025Q3: 28,101 shares; 2025Q4: 29,981 shares; 2026Q1: 29,677 shares 29,677 $6.03M 0.08% -304 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,574 shares; 2024Q4: 97,806 shares; 2025Q1: 94,943 shares; 2025Q2: 104,233 shares; 2025Q3: 108,476 shares; 2025Q4: 106,570 shares; 2026Q1: 98,316 shares 98,316 $6.01M 0.08% -8,254 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,582 shares; 2025Q2: not reported; 2025Q3: 111,761 shares; 2025Q4: 92,423 shares; 2026Q1: 91,926 shares 91,926 $6M 0.08% -497 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,661 shares; 2024Q4: 24,657 shares; 2025Q1: 24,688 shares; 2025Q2: 23,054 shares; 2025Q3: 23,282 shares; 2025Q4: 23,548 shares; 2026Q1: 23,790 shares 23,790 $5.96M 0.08% +242 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 86,618 shares; 2025Q1: 124,509 shares; 2025Q2: 96,658 shares; 2025Q3: 123,567 shares; 2025Q4: 165,927 shares; 2026Q1: 116,052 shares 116,052 $5.94M 0.08% -49,875 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,935 shares; 2024Q4: 17,965 shares; 2025Q1: 16,717 shares; 2025Q2: 15,053 shares; 2025Q3: 16,585 shares; 2025Q4: 16,753 shares; 2026Q1: 17,479 shares 17,479 $5.91M 0.08% +726 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,279 shares; 2025Q3: 14,191 shares; 2025Q4: 56,897 shares; 2026Q1: 109,836 shares 109,836 $5.91M 0.08% +52,939 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,596 shares; 2024Q4: 21,549 shares; 2025Q1: 21,416 shares; 2025Q2: 21,391 shares; 2025Q3: 21,244 shares; 2025Q4: 20,659 shares; 2026Q1: 20,299 shares 20,299 $5.9M 0.08% -360 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,858 shares; 2024Q4: 24,844 shares; 2025Q1: 20,069 shares; 2025Q2: 16,535 shares; 2025Q3: 239,509 shares; 2025Q4: 251,027 shares; 2026Q1: 127,214 shares 127,214 $5.88M 0.08% -123,813 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,383 shares; 2024Q4: 48,417 shares; 2025Q1: 31,667 shares; 2025Q2: 27,787 shares; 2025Q3: 151,268 shares; 2025Q4: 177,002 shares; 2026Q1: 170,507 shares 170,507 $5.87M 0.08% -6,495 Timeline KBR KBR INC More: the full row for KBR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 188,676 shares; 2025Q4: 173,485 shares; 2026Q1: 157,654 shares 157,654 $5.81M 0.08% -15,831 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,991 shares; 2024Q4: 15,309 shares; 2025Q1: 14,814 shares; 2025Q2: 16,623 shares; 2025Q3: 15,915 shares; 2025Q4: 16,811 shares; 2026Q1: 16,699 shares 16,699 $5.71M 0.08% -112 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,371 shares; 2024Q4: 45,845 shares; 2025Q1: 38,447 shares; 2025Q2: 38,084 shares; 2025Q3: 40,194 shares; 2025Q4: 39,328 shares; 2026Q1: 41,106 shares 41,106 $5.69M 0.08% +1,778 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,818 shares; 2024Q4: 293,164 shares; 2025Q1: 288,574 shares; 2025Q2: 289,320 shares; 2025Q3: 191,353 shares; 2025Q4: 202,910 shares; 2026Q1: 203,798 shares 203,798 $5.68M 0.08% +888 Timeline GPK GRAPHIC PACKAGING HLDG CO More: the full row for GRAPHIC PACKAGING HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 304,258 shares; 2024Q4: 347,652 shares; 2025Q1: 341,243 shares; 2025Q2: 394,633 shares; 2025Q3: 448,918 shares; 2025Q4: 492,459 shares; 2026Q1: 566,526 shares 566,526 $5.63M 0.08% +74,067 Timeline JPEF J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,207 shares; 2025Q1: 51,042 shares; 2025Q2: 57,043 shares; 2025Q3: 35,559 shares; 2025Q4: 34,199 shares; 2026Q1: 76,985 shares 76,985 $5.53M 0.08% +42,786 Timeline KLIC KULICKE & SOFFA INDS INC More: the full row for KULICKE & SOFFA INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 71,221 shares; 2026Q1: 83,714 shares 83,714 $5.5M 0.08% +12,493 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,964 shares; 2024Q4: 47,785 shares; 2025Q1: 47,506 shares; 2025Q2: 47,638 shares; 2025Q3: 47,584 shares; 2025Q4: 47,502 shares; 2026Q1: 47,405 shares 47,405 $5.49M 0.07% -97 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,206 shares; 2024Q4: 23,488 shares; 2025Q1: 10,890 shares; 2025Q2: 15,278 shares; 2025Q3: 10,891 shares; 2025Q4: 35,196 shares; 2026Q1: 16,686 shares 16,686 $5.48M 0.07% -18,510 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,682 shares; 2024Q4: 4,378 shares; 2025Q1: 5,837 shares; 2025Q2: 16,528 shares; 2025Q3: 4,055 shares; 2025Q4: 4,420 shares; 2026Q1: 26,154 shares 26,154 $5.42M 0.07% +21,734 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,885 shares; 2025Q1: 9,569 shares; 2025Q2: 26,284 shares; 2025Q3: 65,493 shares; 2025Q4: 91,783 shares; 2026Q1: 108,365 shares 108,365 $5.38M 0.07% +16,582 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,803 shares; 2024Q4: 98,053 shares; 2025Q1: 120,719 shares; 2025Q2: 122,174 shares; 2025Q3: 124,622 shares; 2025Q4: 101,524 shares; 2026Q1: 101,219 shares 101,219 $5.33M 0.07% -305 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,004 shares; 2024Q4: 2,028 shares; 2025Q1: 10,485 shares; 2025Q2: 2,000 shares; 2025Q3: 2,375 shares; 2025Q4: 2,358 shares; 2026Q1: 14,645 shares 14,645 $5.32M 0.07% +12,287 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,751 shares; 2024Q4: 86,921 shares; 2025Q1: 12,984 shares; 2025Q2: 12,294 shares; 2025Q3: 12,024 shares; 2025Q4: 10,964 shares; 2026Q1: 103,329 shares 103,329 $5.31M 0.07% +92,365 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,176 shares; 2024Q4: 33,181 shares; 2025Q1: 33,277 shares; 2025Q2: 34,169 shares; 2025Q3: 34,653 shares; 2025Q4: 35,586 shares; 2026Q1: 36,492 shares 36,492 $5.3M 0.07% +906 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,470 shares; 2024Q4: 4,397 shares; 2025Q1: 4,210 shares; 2025Q2: 4,157 shares; 2025Q3: 4,263 shares; 2025Q4: 3,963 shares; 2026Q1: 3,536 shares 3,536 $5.21M 0.07% -427 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,187 shares; 2024Q4: 78,477 shares; 2025Q1: 74,547 shares; 2025Q2: 73,922 shares; 2025Q3: 80,957 shares; 2025Q4: 78,190 shares; 2026Q1: 102,288 shares 102,288 $5.2M 0.07% +24,098 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,770 shares; 2025Q3: 2,779 shares; 2025Q4: 6,592 shares; 2026Q1: 55,292 shares 55,292 $5.15M 0.07% +48,700 Timeline ONEY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,333 shares; 2024Q4: 29,742 shares; 2025Q1: 35,030 shares; 2025Q2: 36,904 shares; 2025Q3: 38,643 shares; 2025Q4: 41,602 shares; 2026Q1: 42,876 shares 42,876 $5.15M 0.07% +1,274 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,691 shares; 2024Q4: 58,757 shares; 2025Q1: 57,997 shares; 2025Q2: 58,387 shares; 2025Q3: 67,599 shares; 2025Q4: 68,091 shares; 2026Q1: 68,309 shares 68,309 $5.13M 0.07% +218 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,086 shares; 2024Q4: 3,123 shares; 2025Q1: 3,160 shares; 2025Q2: 3,162 shares; 2025Q3: 3,278 shares; 2025Q4: 5,805 shares; 2026Q1: 5,914 shares 5,914 $5.12M 0.07% +109 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,733 shares; 2024Q4: 20,736 shares; 2025Q1: 20,634 shares; 2025Q2: 11,470 shares; 2025Q3: 11,603 shares; 2025Q4: 11,582 shares; 2026Q1: 11,955 shares 11,955 $5.08M 0.07% +373 Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 103,598 shares 103,598 $5.02M 0.07% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,146 shares; 2024Q4: 4,184 shares; 2025Q1: 4,435 shares; 2025Q2: 5,011 shares; 2025Q3: 5,500 shares; 2025Q4: 5,130 shares; 2026Q1: 5,903 shares 5,903 $4.99M 0.07% +773 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,560 shares; 2024Q4: 7,270 shares; 2025Q1: 197,184 shares; 2025Q2: 253,557 shares; 2025Q3: 81,026 shares; 2025Q4: 109,536 shares; 2026Q1: 129,715 shares 129,715 $4.98M 0.07% +20,179 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,538 shares; 2024Q4: 123,664 shares; 2025Q1: 131,810 shares; 2025Q2: 132,461 shares; 2025Q3: 90,221 shares; 2025Q4: 92,965 shares; 2026Q1: 97,735 shares 97,735 $4.95M 0.07% +4,770 Timeline INSW INTERNATIONAL SEAWAYS INC More: the full row for INTERNATIONAL SEAWAYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,911 shares; 2024Q4: 15,884 shares; 2025Q1: not reported; 2025Q2: 15,560 shares; 2025Q3: 18,294 shares; 2025Q4: 64,528 shares; 2026Q1: 67,236 shares 67,236 $4.9M 0.07% +2,708 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,694 shares; 2024Q4: 10,974 shares; 2025Q1: 9,921 shares; 2025Q2: not reported; 2025Q3: 9,998 shares; 2025Q4: 10,363 shares; 2026Q1: 125,561 shares 125,561 $4.9M 0.07% +115,198 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,866 shares; 2025Q3: 36,777 shares; 2025Q4: 54,189 shares; 2026Q1: 43,536 shares 43,536 $4.88M 0.07% -10,653 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,118 shares; 2024Q4: 14,318 shares; 2025Q1: 14,314 shares; 2025Q2: 14,335 shares; 2025Q3: 14,009 shares; 2025Q4: 14,055 shares; 2026Q1: 14,741 shares 14,741 $4.84M 0.07% +686 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,618 shares; 2024Q4: 9,409 shares; 2025Q1: 8,945 shares; 2025Q2: 9,075 shares; 2025Q3: 9,078 shares; 2025Q4: 9,115 shares; 2026Q1: 8,762 shares 8,762 $4.81M 0.07% -353 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,087 shares; 2024Q4: 69,090 shares; 2025Q1: 67,972 shares; 2025Q2: 67,197 shares; 2025Q3: 69,951 shares; 2025Q4: 68,695 shares; 2026Q1: 72,588 shares 72,588 $4.79M 0.07% +3,893 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,611 shares; 2024Q4: 27,013 shares; 2025Q1: 29,783 shares; 2025Q2: 32,432 shares; 2025Q3: 62,569 shares; 2025Q4: 32,528 shares; 2026Q1: 36,177 shares 36,177 $4.78M 0.07% +3,649 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,642 shares; 2024Q4: 28,022 shares; 2025Q1: 27,606 shares; 2025Q2: 29,799 shares; 2025Q3: 34,110 shares; 2025Q4: 39,009 shares; 2026Q1: 42,144 shares 42,144 $4.77M 0.07% +3,135 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,885 shares; 2024Q4: 2,909 shares; 2025Q1: 2,493 shares; 2025Q2: 3,416 shares; 2025Q3: 3,075 shares; 2025Q4: 24,388 shares; 2026Q1: 29,000 shares 29,000 $4.76M 0.07% +4,612 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,719 shares; 2024Q4: 50,710 shares; 2025Q1: 50,919 shares; 2025Q2: 49,905 shares; 2025Q3: 95,984 shares; 2025Q4: 123,507 shares; 2026Q1: 180,343 shares 180,343 $4.74M 0.06% +56,836 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,465 shares; 2024Q4: 68,740 shares; 2025Q1: 71,025 shares; 2025Q2: 70,576 shares; 2025Q3: 78,603 shares; 2025Q4: 79,976 shares; 2026Q1: 88,398 shares 88,398 $4.7M 0.06% +8,422 Timeline YALL TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,295 shares; 2024Q4: 17,399 shares; 2025Q1: 18,635 shares; 2025Q2: 39,966 shares; 2025Q3: 61,170 shares; 2025Q4: 110,215 shares; 2026Q1: 112,301 shares 112,301 $4.7M 0.06% +2,086 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,808 shares; 2025Q2: 22,058 shares; 2025Q3: 57,439 shares; 2025Q4: 92,562 shares; 2026Q1: 95,127 shares 95,127 $4.7M 0.06% +2,565 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,337 shares; 2024Q4: 8,520 shares; 2025Q1: 8,555 shares; 2025Q2: 9,226 shares; 2025Q3: 9,274 shares; 2025Q4: 9,272 shares; 2026Q1: 6,841 shares 6,841 $4.67M 0.06% -2,431 Timeline DMLP DORCHESTER MINERALS L P More: the full row for DORCHESTER MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 264,113 shares; 2024Q4: 253,754 shares; 2025Q1: 237,305 shares; 2025Q2: 206,385 shares; 2025Q3: 194,591 shares; 2025Q4: 177,973 shares; 2026Q1: 171,305 shares 171,305 $4.64M 0.06% -6,668 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,303 shares; 2024Q4: 11,059 shares; 2025Q1: 11,081 shares; 2025Q2: 10,623 shares; 2025Q3: 14,161 shares; 2025Q4: 15,104 shares; 2026Q1: 15,460 shares 15,460 $4.62M 0.06% +356 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,408 shares; 2024Q4: 132,022 shares; 2025Q1: 142,652 shares; 2025Q2: 177,189 shares; 2025Q3: 224,017 shares; 2025Q4: 244,634 shares; 2026Q1: 258,159 shares 258,159 $4.58M 0.06% +13,525 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,518 shares; 2024Q4: 46,391 shares; 2025Q1: 46,382 shares; 2025Q2: 46,108 shares; 2025Q3: 47,015 shares; 2025Q4: 47,053 shares; 2026Q1: 47,122 shares 47,122 $4.58M 0.06% +69 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,898 shares; 2024Q4: 15,620 shares; 2025Q1: 14,362 shares; 2025Q2: 12,382 shares; 2025Q3: 12,882 shares; 2025Q4: 15,247 shares; 2026Q1: 17,383 shares 17,383 $4.55M 0.06% +2,136 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,829 shares; 2024Q4: 21,462 shares; 2025Q1: 21,032 shares; 2025Q2: 20,974 shares; 2025Q3: 17,036 shares; 2025Q4: 17,947 shares; 2026Q1: 18,245 shares 18,245 $4.54M 0.06% +298 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,762 shares; 2024Q4: 4,766 shares; 2025Q1: 4,685 shares; 2025Q2: 4,588 shares; 2025Q3: 4,488 shares; 2025Q4: 4,271 shares; 2026Q1: 3,905 shares 3,905 $4.53M 0.06% -366 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,547 shares; 2024Q4: 46,835 shares; 2025Q1: 18,510 shares; 2025Q2: 17,939 shares; 2025Q3: 18,497 shares; 2025Q4: 36,056 shares; 2026Q1: 21,152 shares 21,152 $4.52M 0.06% -14,904 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,767 shares; 2024Q4: 32,903 shares; 2025Q1: 29,171 shares; 2025Q2: 28,369 shares; 2025Q3: 37,312 shares; 2025Q4: 43,976 shares; 2026Q1: 46,374 shares 46,374 $4.51M 0.06% +2,398 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,369 shares; 2024Q4: 50,445 shares; 2025Q1: 60,004 shares; 2025Q2: 59,816 shares; 2025Q3: 63,504 shares; 2025Q4: 133,681 shares; 2026Q1: 66,232 shares 66,232 $4.48M 0.06% -67,449 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,004 shares; 2024Q4: 9,093 shares; 2025Q1: 9,091 shares; 2025Q2: 9,115 shares; 2025Q3: 9,099 shares; 2025Q4: 9,025 shares; 2026Q1: 10,280 shares 10,280 $4.46M 0.06% +1,255 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,868 shares; 2024Q4: 13,383 shares; 2025Q1: 13,134 shares; 2025Q2: 12,420 shares; 2025Q3: 12,883 shares; 2025Q4: 13,643 shares; 2026Q1: 97,376 shares 97,376 $4.46M 0.06% +83,733 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,401 shares; 2024Q4: 14,021 shares; 2025Q1: 19,057 shares; 2025Q2: 26,514 shares; 2025Q3: 64,913 shares; 2025Q4: 100,017 shares; 2026Q1: 110,829 shares 110,829 $4.45M 0.06% +10,812 Timeline JMOM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 60,576 shares; 2025Q4: 64,725 shares; 2026Q1: 65,480 shares 65,480 $4.45M 0.06% +755 Timeline ENS ENERSYS More: the full row for ENERSYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,546 shares 25,546 $4.44M 0.06% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,187 shares; 2024Q4: 23,656 shares; 2025Q1: 21,563 shares; 2025Q2: 20,465 shares; 2025Q3: 21,218 shares; 2025Q4: 21,179 shares; 2026Q1: 22,227 shares 22,227 $4.42M 0.06% +1,048 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,070 shares; 2025Q4: 51,211 shares; 2026Q1: 54,673 shares 54,673 $4.41M 0.06% +3,462 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,900 shares; 2024Q4: 10,835 shares; 2025Q1: 10,308 shares; 2025Q2: 51,590 shares; 2025Q3: 10,337 shares; 2025Q4: 10,370 shares; 2026Q1: 94,755 shares 94,755 $4.39M 0.06% +84,385 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 43,886 shares; 2025Q1: 57,738 shares; 2025Q2: 76,245 shares; 2025Q3: 84,551 shares; 2025Q4: 86,762 shares; 2026Q1: 86,845 shares 86,845 $4.39M 0.06% +83 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,318 shares; 2024Q4: 31,381 shares; 2025Q1: 53,987 shares; 2025Q2: 31,920 shares; 2025Q3: 32,399 shares; 2025Q4: 32,452 shares; 2026Q1: 32,358 shares 32,358 $4.38M 0.06% -94 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,808 shares; 2024Q4: 37,065 shares; 2025Q1: 20,167 shares; 2025Q2: 23,089 shares; 2025Q3: 63,879 shares; 2025Q4: 69,929 shares; 2026Q1: 26,231 shares 26,231 $4.34M 0.06% -43,698 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,358 shares; 2024Q4: 15,147 shares; 2025Q1: 13,693 shares; 2025Q2: 25,695 shares; 2025Q3: 27,229 shares; 2025Q4: 28,447 shares; 2026Q1: 31,917 shares 31,917 $4.33M 0.06% +3,470 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,380 shares; 2024Q4: 77,157 shares; 2025Q1: 110,616 shares; 2025Q2: 108,990 shares; 2025Q3: 86,076 shares; 2025Q4: 90,996 shares; 2026Q1: 109,663 shares 109,663 $4.32M 0.06% +18,667 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,325 shares; 2024Q4: 10,938 shares; 2025Q1: 10,564 shares; 2025Q2: 10,246 shares; 2025Q3: 10,741 shares; 2025Q4: 10,991 shares; 2026Q1: 17,177 shares 17,177 $4.24M 0.06% +6,186 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 95,911 shares; 2024Q4: 85,895 shares; 2025Q1: 75,809 shares; 2025Q2: 74,287 shares; 2025Q3: 71,338 shares; 2025Q4: 44,510 shares; 2026Q1: 43,468 shares 43,468 $4.22M 0.06% -1,042 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 158,893 shares 158,893 $4.2M 0.06% new Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,051 shares; 2024Q4: 7,789 shares; 2025Q1: 13,560 shares; 2025Q2: 16,302 shares; 2025Q3: 30,110 shares; 2025Q4: 28,498 shares; 2026Q1: 28,918 shares 28,918 $4.19M 0.06% +420 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,431 shares; 2024Q4: 71,787 shares; 2025Q1: 76,914 shares; 2025Q2: 81,357 shares; 2025Q3: 85,314 shares; 2025Q4: 91,755 shares; 2026Q1: 96,028 shares 96,028 $4.19M 0.06% +4,273 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,580 shares; 2024Q4: 14,480 shares; 2025Q1: 14,480 shares; 2025Q2: 82,387 shares; 2025Q3: 82,387 shares; 2025Q4: 83,301 shares; 2026Q1: 80,088 shares 80,088 $4.18M 0.06% -3,213 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,269 shares; 2024Q4: 3,195 shares; 2025Q1: 3,136 shares; 2025Q2: 14,625 shares; 2025Q3: 3,202 shares; 2025Q4: 12,063 shares; 2026Q1: 13,728 shares 13,728 $4.15M 0.06% +1,665 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,393 shares; 2024Q4: 45,937 shares; 2025Q1: 15,997 shares; 2025Q2: 15,576 shares; 2025Q3: 30,646 shares; 2025Q4: 31,048 shares; 2026Q1: 32,294 shares 32,294 $4.14M 0.06% +1,246 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,178 shares; 2024Q4: 1,884 shares; 2025Q1: 657 shares; 2025Q2: 630 shares; 2025Q3: 8,229 shares; 2025Q4: 9,280 shares; 2026Q1: 982 shares 982 $4.13M 0.06% -8,298 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,925 shares; 2024Q4: 18,086 shares; 2025Q1: 18,007 shares; 2025Q2: 18,206 shares; 2025Q3: 17,996 shares; 2025Q4: 18,269 shares; 2026Q1: 19,864 shares 19,864 $4.13M 0.06% +1,595 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,334 shares; 2024Q4: 9,526 shares; 2025Q1: 9,816 shares; 2025Q2: 9,966 shares; 2025Q3: 10,090 shares; 2025Q4: 20,340 shares; 2026Q1: 11,942 shares 11,942 $4.1M 0.06% -8,398 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,531 shares; 2024Q4: 74,365 shares; 2025Q1: 123,064 shares; 2025Q2: 102,169 shares; 2025Q3: 109,857 shares; 2025Q4: 111,556 shares; 2026Q1: 93,364 shares 93,364 $4.07M 0.06% -18,192 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,252 shares; 2024Q4: 24,717 shares; 2025Q1: 42,042 shares; 2025Q2: 96,739 shares; 2025Q3: 113,710 shares; 2025Q4: 115,136 shares; 2026Q1: 119,650 shares 119,650 $4.05M 0.06% +4,514 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,070 shares; 2024Q4: 51,508 shares; 2025Q1: 52,075 shares; 2025Q2: 52,395 shares; 2025Q3: 52,988 shares; 2025Q4: 43,160 shares; 2026Q1: 41,721 shares 41,721 $4.03M 0.06% -1,439 Timeline QGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,267 shares; 2024Q4: 37,203 shares; 2025Q1: 48,181 shares; 2025Q2: 63,525 shares; 2025Q3: 75,008 shares; 2025Q4: 75,558 shares; 2026Q1: 74,362 shares 74,362 $3.97M 0.05% -1,196 Timeline RUSHA RUSH ENTERPRISES INC More: the full row for RUSH ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 59,412 shares 59,412 $3.93M 0.05% new Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,342 shares; 2024Q4: 19,720 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,189 shares 27,189 $3.89M 0.05% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,030 shares; 2024Q4: 40,963 shares; 2025Q1: 40,214 shares; 2025Q2: 40,988 shares; 2025Q3: 40,217 shares; 2025Q4: 39,976 shares; 2026Q1: 40,333 shares 40,333 $3.89M 0.05% +357 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,628 shares; 2024Q4: 13,937 shares; 2025Q1: 4,925 shares; 2025Q2: 4,650 shares; 2025Q3: 4,860 shares; 2025Q4: 6,136 shares; 2026Q1: 51,883 shares 51,883 $3.87M 0.05% +45,747 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 228,473 shares; 2024Q4: 205,485 shares; 2025Q1: 179,664 shares; 2025Q2: 172,430 shares; 2025Q3: 175,244 shares; 2025Q4: 91,945 shares; 2026Q1: 95,268 shares 95,268 $3.87M 0.05% +3,323 Timeline PTRB PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,275 shares; 2024Q4: 5,182 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,748 shares; 2026Q1: 93,017 shares 93,017 $3.86M 0.05% +73,269 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,260 shares; 2024Q4: 34,362 shares; 2025Q1: 36,093 shares; 2025Q2: 108,226 shares; 2025Q3: 39,392 shares; 2025Q4: 40,282 shares; 2026Q1: 39,771 shares 39,771 $3.84M 0.05% -511 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,603 shares; 2024Q4: 20,297 shares; 2025Q1: 21,535 shares; 2025Q2: 23,295 shares; 2025Q3: 6,934 shares; 2025Q4: 6,057 shares; 2026Q1: 7,800 shares 7,800 $3.83M 0.05% +1,743 Timeline JPSE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,973 shares; 2024Q4: 53,516 shares; 2025Q1: 85,899 shares; 2025Q2: 104,901 shares; 2025Q3: 83,355 shares; 2025Q4: 69,603 shares; 2026Q1: 72,837 shares 72,837 $3.82M 0.05% +3,234 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,229 shares; 2024Q4: 5,616 shares; 2025Q1: 5,825 shares; 2025Q2: 5,841 shares; 2025Q3: 6,123 shares; 2025Q4: 6,639 shares; 2026Q1: 7,684 shares 7,684 $3.81M 0.05% +1,045 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,996 shares; 2024Q4: 26,543 shares; 2025Q1: 26,407 shares; 2025Q2: 26,766 shares; 2025Q3: 43,887 shares; 2025Q4: 40,881 shares; 2026Q1: 41,056 shares 41,056 $3.81M 0.05% +175 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,404 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,846 shares; 2026Q1: 34,292 shares 34,292 $3.8M 0.05% +30,446 Timeline FNY FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,431 shares; 2024Q4: 81,655 shares; 2025Q1: 71,934 shares; 2025Q2: 70,752 shares; 2025Q3: 68,754 shares; 2025Q4: 42,871 shares; 2026Q1: 41,807 shares 41,807 $3.78M 0.05% -1,064 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,591 shares; 2024Q4: 18,324 shares; 2025Q1: 16,072 shares; 2025Q2: 17,148 shares; 2025Q3: 23,476 shares; 2025Q4: 54,806 shares; 2026Q1: 53,897 shares 53,897 $3.76M 0.05% -909 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,674 shares; 2024Q4: 2,661 shares; 2025Q1: 2,494 shares; 2025Q2: 2,482 shares; 2025Q3: 2,490 shares; 2025Q4: 2,586 shares; 2026Q1: 23,777 shares 23,777 $3.74M 0.05% +21,191 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 177,725 shares; 2024Q4: 173,013 shares; 2025Q1: 166,909 shares; 2025Q2: 189,271 shares; 2025Q3: 136,614 shares; 2025Q4: 142,947 shares; 2026Q1: 146,068 shares 146,068 $3.73M 0.05% +3,121 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,855 shares; 2024Q4: 30,307 shares; 2025Q1: 30,030 shares; 2025Q2: 29,694 shares; 2025Q3: 30,128 shares; 2025Q4: 32,226 shares; 2026Q1: 38,397 shares 38,397 $3.73M 0.05% +6,171 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151,365 shares; 2024Q4: 168,607 shares; 2025Q1: 236,822 shares; 2025Q2: 182,749 shares; 2025Q3: 197,915 shares; 2025Q4: 8,420 shares; 2026Q1: 86,136 shares 86,136 $3.71M 0.05% +77,716 Timeline DDFD INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 192,838 shares; 2026Q1: 195,633 shares 195,633 $3.7M 0.05% +2,795 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,327 shares; 2024Q4: 31,875 shares; 2025Q1: 32,117 shares; 2025Q2: 31,664 shares; 2025Q3: 41,891 shares; 2025Q4: 43,322 shares; 2026Q1: 42,631 shares 42,631 $3.69M 0.05% -691 Timeline WINA WINMARK CORP More: the full row for WINMARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,550 shares; 2025Q4: not reported; 2026Q1: 8,588 shares 8,588 $3.67M 0.05% new Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 242,042 shares; 2024Q4: 268,040 shares; 2025Q1: 213,531 shares; 2025Q2: 221,161 shares; 2025Q3: 212,350 shares; 2025Q4: 195,499 shares; 2026Q1: 189,917 shares 189,917 $3.67M 0.05% -5,582 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,290 shares; 2024Q4: 47,146 shares; 2025Q1: 71,929 shares; 2025Q2: 61,914 shares; 2025Q3: 66,801 shares; 2025Q4: 67,255 shares; 2026Q1: 71,718 shares 71,718 $3.65M 0.05% +4,463 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,187 shares; 2024Q4: 21,245 shares; 2025Q1: 20,845 shares; 2025Q2: 20,728 shares; 2025Q3: 20,678 shares; 2025Q4: 21,459 shares; 2026Q1: 27,424 shares 27,424 $3.62M 0.05% +5,965 Timeline FNK FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,023 shares; 2024Q4: 36,134 shares; 2025Q1: 33,087 shares; 2025Q2: 33,425 shares; 2025Q3: 32,970 shares; 2025Q4: 65,940 shares; 2026Q1: 62,667 shares 62,667 $3.58M 0.05% -3,273 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,222 shares; 2024Q4: 20,369 shares; 2025Q1: 21,124 shares; 2025Q2: 21,565 shares; 2025Q3: 22,234 shares; 2025Q4: 19,888 shares; 2026Q1: 22,221 shares 22,221 $3.56M 0.05% +2,333 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,529 shares; 2024Q4: 11,676 shares; 2025Q1: 3,067 shares; 2025Q2: 3,059 shares; 2025Q3: 6,810 shares; 2025Q4: 6,983 shares; 2026Q1: 12,016 shares 12,016 $3.55M 0.05% +5,033 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,866 shares; 2024Q4: 293,289 shares; 2025Q1: 26,860 shares; 2025Q2: 81,976 shares; 2025Q3: 79,340 shares; 2025Q4: 83,650 shares; 2026Q1: 26,907 shares 26,907 $3.53M 0.05% -56,743 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,952 shares; 2025Q1: 245,793 shares; 2025Q2: 302,553 shares; 2025Q3: 100,621 shares; 2025Q4: 117,613 shares; 2026Q1: 76,373 shares 76,373 $3.52M 0.05% -41,240 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,431 shares; 2024Q4: 36,898 shares; 2025Q1: 55,462 shares; 2025Q2: 63,384 shares; 2025Q3: 62,029 shares; 2025Q4: 205,062 shares; 2026Q1: 71,881 shares 71,881 $3.48M 0.05% -133,181 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,799 shares; 2024Q4: 1,896 shares; 2025Q1: 2,092 shares; 2025Q2: 1,871 shares; 2025Q3: 1,998 shares; 2025Q4: 2,306 shares; 2026Q1: 3,881 shares 3,881 $3.47M 0.05% +1,575 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,568 shares; 2024Q4: 16,278 shares; 2025Q1: 20,931 shares; 2025Q2: 21,689 shares; 2025Q3: 66,454 shares; 2025Q4: 105,444 shares; 2026Q1: 109,707 shares 109,707 $3.46M 0.05% +4,263 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,201 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,318 shares; 2026Q1: 11,873 shares 11,873 $3.45M 0.05% +1,555 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,822 shares; 2024Q4: 40,498 shares; 2025Q1: 36,046 shares; 2025Q2: 35,546 shares; 2025Q3: 36,722 shares; 2025Q4: 37,489 shares; 2026Q1: 38,026 shares 38,026 $3.44M 0.05% +537 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,568 shares; 2024Q4: 26,397 shares; 2025Q1: 31,832 shares; 2025Q2: 32,427 shares; 2025Q3: 33,453 shares; 2025Q4: 32,277 shares; 2026Q1: 28,864 shares 28,864 $3.42M 0.05% -3,413 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,603 shares; 2024Q4: 62,519 shares; 2025Q1: 53,475 shares; 2025Q2: 58,772 shares; 2025Q3: 72,333 shares; 2025Q4: 74,338 shares; 2026Q1: 77,489 shares 77,489 $3.42M 0.05% +3,151 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,763 shares; 2024Q4: 7,385 shares; 2025Q1: 40,368 shares; 2025Q2: 57,260 shares; 2025Q3: 97,902 shares; 2025Q4: 64,757 shares; 2026Q1: 100,919 shares 100,919 $3.41M 0.05% +36,162 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,368 shares; 2024Q4: 106,028 shares; 2025Q1: 104,151 shares; 2025Q2: 87,631 shares; 2025Q3: 74,191 shares; 2025Q4: 60,710 shares; 2026Q1: 67,634 shares 67,634 $3.37M 0.05% +6,924 Timeline THG HANOVER INS GROUP INC More: the full row for HANOVER INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,559 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,441 shares 19,441 $3.37M 0.05% new Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,253 shares; 2024Q4: 64,091 shares; 2025Q1: 61,011 shares; 2025Q2: 60,344 shares; 2025Q3: 61,828 shares; 2025Q4: 36,118 shares; 2026Q1: 35,199 shares 35,199 $3.37M 0.05% -919 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,992 shares; 2024Q4: 12,147 shares; 2025Q1: 12,296 shares; 2025Q2: 13,089 shares; 2025Q3: 13,400 shares; 2025Q4: 14,630 shares; 2026Q1: 14,622 shares 14,622 $3.36M 0.05% -8 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,739 shares; 2024Q4: 28,352 shares; 2025Q1: 48,757 shares; 2025Q2: 26,660 shares; 2025Q3: 26,653 shares; 2025Q4: 33,428 shares; 2026Q1: 33,434 shares 33,434 $3.32M 0.05% +6 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 54,091 shares; 2026Q1: 60,933 shares 60,933 $3.32M 0.05% +6,842 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,332 shares; 2024Q4: 22,063 shares; 2025Q1: 22,244 shares; 2025Q2: 26,262 shares; 2025Q3: 24,316 shares; 2025Q4: 25,117 shares; 2026Q1: 25,322 shares 25,322 $3.32M 0.05% +205 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,520 shares; 2024Q4: 30,762 shares; 2025Q1: 35,534 shares; 2025Q2: 42,074 shares; 2025Q3: 49,231 shares; 2025Q4: 97,130 shares; 2026Q1: 98,797 shares 98,797 $3.31M 0.05% +1,667 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,357 shares; 2024Q4: 66,079 shares; 2025Q1: 92,185 shares; 2025Q2: 164,591 shares; 2025Q3: 229,798 shares; 2025Q4: 294,435 shares; 2026Q1: 161,344 shares 161,344 $3.29M 0.04% -133,091 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,514 shares; 2026Q1: 70,291 shares 70,291 $3.26M 0.04% +45,777 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,928 shares; 2025Q3: 2,872 shares; 2025Q4: 2,064 shares; 2026Q1: 40,645 shares 40,645 $3.25M 0.04% +38,581 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,882 shares; 2024Q4: 24,336 shares; 2025Q1: 24,393 shares; 2025Q2: 199,469 shares; 2025Q3: 74,946 shares; 2025Q4: 78,762 shares; 2026Q1: 76,273 shares 76,273 $3.24M 0.04% -2,489 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,941 shares; 2024Q4: 25,797 shares; 2025Q1: 25,742 shares; 2025Q2: 25,437 shares; 2025Q3: 42,625 shares; 2025Q4: 40,204 shares; 2026Q1: 40,353 shares 40,353 $3.23M 0.04% +149 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,318 shares; 2025Q4: 31,344 shares; 2026Q1: 30,415 shares 30,415 $3.22M 0.04% -929 Timeline FELE FRANKLIN ELEC INC More: the full row for FRANKLIN ELEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,853 shares 34,853 $3.21M 0.04% new Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,842 shares; 2024Q4: 11,549 shares; 2025Q1: 10,667 shares; 2025Q2: 11,700 shares; 2025Q3: 20,034 shares; 2025Q4: 19,938 shares; 2026Q1: 122,896 shares 122,896 $3.21M 0.04% +102,958 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,069 shares; 2024Q4: 85,723 shares; 2025Q1: 70,436 shares; 2025Q2: 77,428 shares; 2025Q3: 64,758 shares; 2025Q4: 61,067 shares; 2026Q1: 68,000 shares 68,000 $3.2M 0.04% +6,933 Timeline M MACYS INC More: the full row for MACYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,560 shares; 2025Q3: not reported; 2025Q4: 159,837 shares; 2026Q1: 176,709 shares 176,709 $3.2M 0.04% +16,872 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,040 shares; 2024Q4: 26,272 shares; 2025Q1: 5,057 shares; 2025Q2: 77,167 shares; 2025Q3: 107,740 shares; 2025Q4: 36,852 shares; 2026Q1: 42,073 shares 42,073 $3.19M 0.04% +5,221 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,643 shares; 2024Q4: 11,415 shares; 2025Q1: 14,133 shares; 2025Q2: 14,690 shares; 2025Q3: 31,801 shares; 2025Q4: 31,136 shares; 2026Q1: 30,688 shares 30,688 $3.17M 0.04% -448 Timeline GHC GRAHAM HLDGS CO More: the full row for GRAHAM HLDGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,985 shares 2,985 $3.16M 0.04% new Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,101 shares; 2024Q4: 95,045 shares; 2025Q1: 40,074 shares; 2025Q2: 42,796 shares; 2025Q3: 43,204 shares; 2025Q4: 42,330 shares; 2026Q1: 50,297 shares 50,297 $3.15M 0.04% +7,967 Timeline JMEE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 47,187 shares 47,187 $3.15M 0.04% new Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,863 shares; 2024Q4: 20,178 shares; 2025Q1: 24,146 shares; 2025Q2: 32,392 shares; 2025Q3: 45,498 shares; 2025Q4: 49,679 shares; 2026Q1: 53,353 shares 53,353 $3.15M 0.04% +3,674 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,182 shares; 2024Q4: 60,597 shares; 2025Q1: 75,255 shares; 2025Q2: 84,828 shares; 2025Q3: 69,792 shares; 2025Q4: 48,069 shares; 2026Q1: 51,109 shares 51,109 $3.13M 0.04% +3,040 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,841 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,295 shares; 2026Q1: 62,419 shares 62,419 $3.11M 0.04% +55,124 Timeline BKE BUCKLE INC More: the full row for BUCKLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 61,470 shares 61,470 $3.1M 0.04% new Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,250 shares; 2024Q4: 3,568 shares; 2025Q1: 3,735 shares; 2025Q2: 4,102 shares; 2025Q3: 3,966 shares; 2025Q4: 4,609 shares; 2026Q1: 6,654 shares 6,654 $3.08M 0.04% +2,045 Timeline HNI HNI CORP More: the full row for HNI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 91,874 shares 91,874 $3.07M 0.04% new Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,742 shares; 2024Q4: 23,126 shares; 2025Q1: 46,876 shares; 2025Q2: 50,963 shares; 2025Q3: 21,819 shares; 2025Q4: 17,981 shares; 2026Q1: 26,618 shares 26,618 $3.06M 0.04% +8,637 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 432,620 shares; 2024Q4: 29,548 shares; 2025Q1: 26,835 shares; 2025Q2: 28,511 shares; 2025Q3: 568,102 shares; 2025Q4: 1,131,705 shares; 2026Q1: 66,498 shares 66,498 $3.05M 0.04% -1,065,207 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,516 shares; 2024Q4: 14,142 shares; 2025Q1: 13,478 shares; 2025Q2: 13,171 shares; 2025Q3: 14,773 shares; 2025Q4: 14,345 shares; 2026Q1: 19,571 shares 19,571 $3.04M 0.04% +5,226 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,289 shares; 2024Q4: 72,719 shares; 2025Q1: 70,966 shares; 2025Q2: 70,527 shares; 2025Q3: 74,592 shares; 2025Q4: 74,053 shares; 2026Q1: 77,895 shares 77,895 $3.03M 0.04% +3,842 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,207 shares; 2025Q3: 11,869 shares; 2025Q4: 12,036 shares; 2026Q1: 28,148 shares 28,148 $3.02M 0.04% +16,112 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,694 shares; 2025Q3: 3,135 shares; 2025Q4: 3,740 shares; 2026Q1: 23,862 shares 23,862 $3.01M 0.04% +20,122 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,931 shares; 2024Q4: 24,861 shares; 2025Q1: 26,659 shares; 2025Q2: 25,823 shares; 2025Q3: 31,724 shares; 2025Q4: 33,011 shares; 2026Q1: 34,056 shares 34,056 $3.01M 0.04% +1,045 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,579 shares; 2024Q4: 94,521 shares; 2025Q1: 60,420 shares; 2025Q2: 61,416 shares; 2025Q3: 60,686 shares; 2025Q4: 58,011 shares; 2026Q1: 55,463 shares 55,463 $3M 0.04% -2,548 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,646 shares; 2024Q4: 40,100 shares; 2025Q1: 39,434 shares; 2025Q2: 39,608 shares; 2025Q3: 40,182 shares; 2025Q4: 31,691 shares; 2026Q1: 63,834 shares 63,834 $2.99M 0.04% +32,143 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,331 shares; 2024Q4: 55,009 shares; 2025Q1: 67,038 shares; 2025Q2: 65,680 shares; 2025Q3: 75,034 shares; 2025Q4: 75,023 shares; 2026Q1: 66,567 shares 66,567 $2.98M 0.04% -8,456 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,218 shares; 2024Q4: 35,609 shares; 2025Q1: 30,825 shares; 2025Q2: 22,672 shares; 2025Q3: 20,371 shares; 2025Q4: 54,018 shares; 2026Q1: 41,632 shares 41,632 $2.96M 0.04% -12,386 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,256 shares; 2024Q4: 47,940 shares; 2025Q1: 92,296 shares; 2025Q2: 92,884 shares; 2025Q3: 92,212 shares; 2025Q4: 63,967 shares; 2026Q1: 79,757 shares 79,757 $2.94M 0.04% +15,790 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,899 shares; 2024Q4: 36,248 shares; 2025Q1: 36,794 shares; 2025Q2: 112,848 shares; 2025Q3: 126,487 shares; 2025Q4: 43,173 shares; 2026Q1: 39,174 shares 39,174 $2.91M 0.04% -3,999 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,821 shares; 2024Q4: 30,130 shares; 2025Q1: 29,572 shares; 2025Q2: 28,963 shares; 2025Q3: 28,509 shares; 2025Q4: 32,339 shares; 2026Q1: 36,550 shares 36,550 $2.91M 0.04% +4,211 Timeline ITWO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,794 shares; 2024Q4: 13,002 shares; 2025Q1: 40,576 shares; 2025Q2: 41,503 shares; 2025Q3: 38,676 shares; 2025Q4: 44,317 shares; 2026Q1: 72,929 shares 72,929 $2.9M 0.04% +28,612 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,116 shares; 2024Q4: 14,244 shares; 2025Q1: 12,891 shares; 2025Q2: 13,567 shares; 2025Q3: 12,914 shares; 2025Q4: 13,695 shares; 2026Q1: 15,730 shares 15,730 $2.9M 0.04% +2,035 Timeline FIIG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,100 shares; 2024Q4: 77,092 shares; 2025Q1: 65,223 shares; 2025Q2: 60,172 shares; 2025Q3: 56,497 shares; 2025Q4: 145,239 shares; 2026Q1: 138,701 shares 138,701 $2.88M 0.04% -6,538 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,493 shares; 2024Q4: 10,309 shares; 2025Q1: 10,803 shares; 2025Q2: 10,424 shares; 2025Q3: 34,809 shares; 2025Q4: 86,819 shares; 2026Q1: 87,213 shares 87,213 $2.87M 0.04% +394 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,418 shares; 2024Q4: 1,568 shares; 2025Q1: 1,562 shares; 2025Q2: 1,625 shares; 2025Q3: not reported; 2025Q4: 21,770 shares; 2026Q1: 26,304 shares 26,304 $2.87M 0.04% +4,534 Timeline NSLR NEOSTELLAR CAP CORP More: the full row for NEOSTELLAR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 265,258 shares 265,258 $2.84M 0.04% new Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,981 shares; 2024Q4: 20,720 shares; 2025Q1: 32,205 shares; 2025Q2: 38,685 shares; 2025Q3: 25,480 shares; 2025Q4: 28,341 shares; 2026Q1: 28,730 shares 28,730 $2.83M 0.04% +389 Timeline JPEM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,028 shares; 2024Q4: 30,799 shares; 2025Q1: 33,365 shares; 2025Q2: 35,790 shares; 2025Q3: 44,651 shares; 2025Q4: 47,428 shares; 2026Q1: 45,470 shares 45,470 $2.82M 0.04% -1,958 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,298 shares; 2024Q4: 4,030 shares; 2025Q1: 30,799 shares; 2025Q2: 2,560 shares; 2025Q3: 2,659 shares; 2025Q4: 28,057 shares; 2026Q1: 35,243 shares 35,243 $2.82M 0.04% +7,186 Timeline EIPI FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126,333 shares; 2024Q4: 125,739 shares; 2025Q1: 125,879 shares; 2025Q2: 126,039 shares; 2025Q3: 127,719 shares; 2025Q4: 125,047 shares; 2026Q1: 124,733 shares 124,733 $2.81M 0.04% -314 Timeline WGO WINNEBAGO INDS INC More: the full row for WINNEBAGO INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 90,432 shares 90,432 $2.8M 0.04% new Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,189 shares; 2025Q3: 57,986 shares; 2025Q4: 61,033 shares; 2026Q1: 75,208 shares 75,208 $2.8M 0.04% +14,175 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 96,857 shares 96,857 $2.78M 0.04% new Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 164,452 shares; 2024Q4: 150,833 shares; 2025Q1: 132,812 shares; 2025Q2: 128,312 shares; 2025Q3: 125,450 shares; 2025Q4: 99,366 shares; 2026Q1: 92,729 shares 92,729 $2.78M 0.04% -6,637 Timeline BRSL BRIGHTSTAR LOTTERY PLC More: the full row for BRIGHTSTAR LOTTERY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 169,159 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 166,250 shares; 2026Q1: 217,856 shares 217,856 $2.78M 0.04% +51,606 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,483 shares; 2024Q4: 63,888 shares; 2025Q1: 63,139 shares; 2025Q2: 62,995 shares; 2025Q3: 62,304 shares; 2025Q4: 62,347 shares; 2026Q1: 29,945 shares 29,945 $2.76M 0.04% -32,402 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,648 shares; 2024Q4: 44,596 shares; 2025Q1: 44,239 shares; 2025Q2: 44,518 shares; 2025Q3: 40,418 shares; 2025Q4: 29,206 shares; 2026Q1: 28,614 shares 28,614 $2.75M 0.04% -592 Timeline PGHY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,242 shares; 2024Q4: 114,481 shares; 2025Q1: 113,680 shares; 2025Q2: 118,851 shares; 2025Q3: 121,960 shares; 2025Q4: 133,467 shares; 2026Q1: 140,378 shares 140,378 $2.72M 0.04% +6,911 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,233 shares; 2024Q4: 25,121 shares; 2025Q1: 24,559 shares; 2025Q2: 25,487 shares; 2025Q3: 14,628 shares; 2025Q4: 32,175 shares; 2026Q1: 31,765 shares 31,765 $2.7M 0.04% -410 Timeline CGUI CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,677 shares; 2025Q4: 63,928 shares; 2026Q1: 106,842 shares 106,842 $2.7M 0.04% +42,914 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,041 shares; 2025Q2: 20,289 shares; 2025Q3: 22,837 shares; 2025Q4: 10,135 shares; 2026Q1: 10,048 shares 10,048 $2.67M 0.04% -87 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 361,046 shares; 2024Q4: 361,459 shares; 2025Q1: 363,772 shares; 2025Q2: 359,281 shares; 2025Q3: 367,363 shares; 2025Q4: 125,038 shares; 2026Q1: 119,021 shares 119,021 $2.66M 0.04% -6,017 Timeline CDX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,780 shares; 2025Q3: 60,751 shares; 2025Q4: 107,042 shares; 2026Q1: 124,698 shares 124,698 $2.66M 0.04% +17,656 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169,234 shares; 2024Q4: 184,634 shares; 2025Q1: 27,301 shares; 2025Q2: 25,092 shares; 2025Q3: 104,432 shares; 2025Q4: 36,007 shares; 2026Q1: 36,980 shares 36,980 $2.66M 0.04% +973 Timeline AEO AMERICAN EAGLE OUTFITTERS IN More: the full row for AMERICAN EAGLE OUTFITTERS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 158,534 shares 158,534 $2.65M 0.04% new Timeline AUSF GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 49,946 shares; 2025Q4: 53,600 shares; 2026Q1: 54,238 shares 54,238 $2.62M 0.04% +638 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,499 shares; 2024Q4: 82,045 shares; 2025Q1: 61,182 shares; 2025Q2: 59,890 shares; 2025Q3: 51,942 shares; 2025Q4: 51,002 shares; 2026Q1: 49,927 shares 49,927 $2.6M 0.04% -1,075 Timeline STEP STEPSTONE GROUP INC More: the full row for STEPSTONE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 54,337 shares 54,337 $2.59M 0.04% new Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,773 shares; 2024Q4: 19,722 shares; 2025Q1: 20,445 shares; 2025Q2: 20,691 shares; 2025Q3: 20,576 shares; 2025Q4: 20,391 shares; 2026Q1: 22,519 shares 22,519 $2.59M 0.04% +2,128 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,240 shares; 2024Q4: 15,278 shares; 2025Q1: 19,428 shares; 2025Q2: 17,159 shares; 2025Q3: 17,756 shares; 2025Q4: 17,994 shares; 2026Q1: 18,889 shares 18,889 $2.57M 0.04% +895 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,799 shares; 2024Q4: 22,119 shares; 2025Q1: 24,731 shares; 2025Q2: 25,036 shares; 2025Q3: 25,165 shares; 2025Q4: 24,465 shares; 2026Q1: 23,453 shares 23,453 $2.56M 0.04% -1,012 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,698 shares; 2024Q4: 8,142 shares; 2025Q1: 59,392 shares; 2025Q2: 182,632 shares; 2025Q3: 92,327 shares; 2025Q4: 45,836 shares; 2026Q1: 42,500 shares 42,500 $2.56M 0.03% -3,336 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,537 shares; 2024Q4: 4,867 shares; 2025Q1: 5,303 shares; 2025Q2: 5,964 shares; 2025Q3: 6,504 shares; 2025Q4: 6,745 shares; 2026Q1: 7,561 shares 7,561 $2.55M 0.03% +816 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,490 shares; 2024Q4: 41,378 shares; 2025Q1: 41,747 shares; 2025Q2: 42,370 shares; 2025Q3: 43,003 shares; 2025Q4: 43,109 shares; 2026Q1: 56,100 shares 56,100 $2.54M 0.03% +12,991 Timeline RFV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,765 shares; 2024Q4: 3,743 shares; 2025Q1: 3,818 shares; 2025Q2: 3,884 shares; 2025Q3: 17,944 shares; 2025Q4: 19,277 shares; 2026Q1: 19,538 shares 19,538 $2.54M 0.03% +261 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,292 shares; 2024Q4: 4,166 shares; 2025Q1: 3,584 shares; 2025Q2: 4,589 shares; 2025Q3: 7,332 shares; 2025Q4: 7,575 shares; 2026Q1: 7,336 shares 7,336 $2.53M 0.03% -239 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,411 shares; 2024Q4: 55,167 shares; 2025Q1: 51,371 shares; 2025Q2: 51,610 shares; 2025Q3: 53,115 shares; 2025Q4: 53,713 shares; 2026Q1: 61,460 shares 61,460 $2.52M 0.03% +7,747 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,718 shares; 2024Q4: 9,078 shares; 2025Q1: 9,144 shares; 2025Q2: 9,247 shares; 2025Q3: 9,315 shares; 2025Q4: 9,107 shares; 2026Q1: 8,778 shares 8,778 $2.52M 0.03% -329 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,117 shares; 2024Q4: 2,493 shares; 2025Q1: 2,321 shares; 2025Q2: 2,148 shares; 2025Q3: 2,136 shares; 2025Q4: 2,472 shares; 2026Q1: 4,079 shares 4,079 $2.52M 0.03% +1,607 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,514 shares; 2024Q4: 35,101 shares; 2025Q1: 33,174 shares; 2025Q2: 185,853 shares; 2025Q3: 219,552 shares; 2025Q4: 58,321 shares; 2026Q1: 59,040 shares 59,040 $2.51M 0.03% +719 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,371 shares; 2026Q1: 27,617 shares 27,617 $2.46M 0.03% +246 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 168,350 shares; 2024Q4: 181,092 shares; 2025Q1: 172,992 shares; 2025Q2: 180,221 shares; 2025Q3: 168,820 shares; 2025Q4: 123,230 shares; 2026Q1: 109,927 shares 109,927 $2.46M 0.03% -13,303 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,933 shares; 2024Q4: 10,413 shares; 2025Q1: 10,712 shares; 2025Q2: 31,170 shares; 2025Q3: 11,324 shares; 2025Q4: 10,970 shares; 2026Q1: 10,389 shares 10,389 $2.43M 0.03% -581 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,128 shares; 2025Q4: 34,851 shares; 2026Q1: 67,761 shares 67,761 $2.41M 0.03% +32,910 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,243 shares; 2024Q4: 28,850 shares; 2025Q1: 30,264 shares; 2025Q2: 29,136 shares; 2025Q3: 29,194 shares; 2025Q4: 30,299 shares; 2026Q1: 30,306 shares 30,306 $2.39M 0.03% +7 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,859 shares; 2024Q4: 1,917 shares; 2025Q1: 1,586 shares; 2025Q2: 1,877 shares; 2025Q3: 1,805 shares; 2025Q4: 1,746 shares; 2026Q1: 1,803 shares 1,803 $2.38M 0.03% +57 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,515 shares; 2024Q4: 6,186 shares; 2025Q1: 5,843 shares; 2025Q2: 6,116 shares; 2025Q3: 12,192 shares; 2025Q4: 13,495 shares; 2026Q1: 7,335 shares 7,335 $2.33M 0.03% -6,160 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,651 shares; 2024Q4: 78,453 shares; 2025Q1: 82,077 shares; 2025Q2: 81,531 shares; 2025Q3: 84,752 shares; 2025Q4: 80,138 shares; 2026Q1: 82,960 shares 82,960 $2.32M 0.03% +2,822 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,638 shares; 2024Q4: 2,765 shares; 2025Q1: 2,905 shares; 2025Q2: 2,976 shares; 2025Q3: 3,533 shares; 2025Q4: 18,149 shares; 2026Q1: 22,005 shares 22,005 $2.3M 0.03% +3,856 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 189 shares; 2024Q4: 223 shares; 2025Q1: 471 shares; 2025Q2: 3,563 shares; 2025Q3: 4,028 shares; 2025Q4: 4,418 shares; 2026Q1: 24,916 shares 24,916 $2.3M 0.03% +20,498 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,623 shares; 2024Q4: 55,411 shares; 2025Q1: 50,149 shares; 2025Q2: 50,705 shares; 2025Q3: 46,240 shares; 2025Q4: 47,457 shares; 2026Q1: 47,220 shares 47,220 $2.28M 0.03% -237 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,102 shares; 2024Q4: 4,381 shares; 2025Q1: 4,411 shares; 2025Q2: 4,235 shares; 2025Q3: 3,603 shares; 2025Q4: 3,932 shares; 2026Q1: 4,238 shares 4,238 $2.28M 0.03% +306 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,180 shares; 2025Q3: 3,572 shares; 2025Q4: 3,331 shares; 2026Q1: 32,100 shares 32,100 $2.27M 0.03% +28,769 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 130,362 shares; 2025Q4: 146,271 shares; 2026Q1: 57,140 shares 57,140 $2.27M 0.03% -89,131 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,807 shares; 2024Q4: 22,858 shares; 2025Q1: 22,603 shares; 2025Q2: 22,272 shares; 2025Q3: 22,652 shares; 2025Q4: 22,598 shares; 2026Q1: 24,192 shares 24,192 $2.27M 0.03% +1,594 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,018 shares; 2024Q4: 14,712 shares; 2025Q1: 14,747 shares; 2025Q2: 14,749 shares; 2025Q3: 95,112 shares; 2025Q4: 24,592 shares; 2026Q1: 28,726 shares 28,726 $2.25M 0.03% +4,134 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,067 shares; 2026Q1: 50,510 shares 50,510 $2.23M 0.03% +36,443 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,949 shares; 2024Q4: 18,726 shares; 2025Q1: 17,232 shares; 2025Q2: 15,962 shares; 2025Q3: 16,961 shares; 2025Q4: 19,467 shares; 2026Q1: 25,693 shares 25,693 $2.23M 0.03% +6,226 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,417 shares; 2024Q4: 28,822 shares; 2025Q1: 26,793 shares; 2025Q2: 26,619 shares; 2025Q3: 26,644 shares; 2025Q4: 23,679 shares; 2026Q1: 24,826 shares 24,826 $2.22M 0.03% +1,147 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,410 shares; 2024Q4: 27,633 shares; 2025Q1: not reported; 2025Q2: 5,061 shares; 2025Q3: 11,792 shares; 2025Q4: 15,114 shares; 2026Q1: 26,555 shares 26,555 $2.2M 0.03% +11,441 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,923 shares; 2024Q4: 42,014 shares; 2025Q1: 43,251 shares; 2025Q2: 41,379 shares; 2025Q3: 16,513 shares; 2025Q4: 16,463 shares; 2026Q1: 15,711 shares 15,711 $2.19M 0.03% -752 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,294 shares; 2025Q3: 6,762 shares; 2025Q4: 143,600 shares; 2026Q1: 46,846 shares 46,846 $2.18M 0.03% -96,754 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 362,440 shares; 2025Q2: 451,202 shares; 2025Q3: 161,003 shares; 2025Q4: 184,050 shares; 2026Q1: 103,490 shares 103,490 $2.17M 0.03% -80,560 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,233 shares; 2024Q4: 154,401 shares; 2025Q1: 435,864 shares; 2025Q2: 432,123 shares; 2025Q3: 241,595 shares; 2025Q4: 228,874 shares; 2026Q1: 86,958 shares 86,958 $2.15M 0.03% -141,916 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,790 shares; 2024Q4: 85,084 shares; 2025Q1: 83,984 shares; 2025Q2: 89,458 shares; 2025Q3: 326,840 shares; 2025Q4: 85,151 shares; 2026Q1: 85,603 shares 85,603 $2.12M 0.03% +452 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,629 shares; 2024Q4: 25,941 shares; 2025Q1: 34,593 shares; 2025Q2: 34,672 shares; 2025Q3: 27,824 shares; 2025Q4: 28,984 shares; 2026Q1: 29,498 shares 29,498 $2.12M 0.03% +514 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,911 shares; 2024Q4: 102,020 shares; 2025Q1: 113,962 shares; 2025Q2: 118,669 shares; 2025Q3: 154,093 shares; 2025Q4: 170,725 shares; 2026Q1: 183,345 shares 183,345 $2.12M 0.03% +12,620 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,439 shares; 2024Q4: 8,644 shares; 2025Q1: 8,063 shares; 2025Q2: 7,811 shares; 2025Q3: 8,429 shares; 2025Q4: 8,860 shares; 2026Q1: 9,708 shares 9,708 $2.11M 0.03% +848 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,105 shares; 2024Q4: 16,325 shares; 2025Q1: 21,327 shares; 2025Q2: 15,743 shares; 2025Q3: 16,366 shares; 2025Q4: 18,754 shares; 2026Q1: 22,668 shares 22,668 $2.11M 0.03% +3,914 Timeline EMO CLEARBRIDGE ENERGY MIDSTREAM More: the full row for CLEARBRIDGE ENERGY MIDSTREAM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,343 shares; 2024Q4: 39,268 shares; 2025Q1: 39,299 shares; 2025Q2: 39,353 shares; 2025Q3: 39,406 shares; 2025Q4: 39,463 shares; 2026Q1: 39,515 shares 39,515 $2.09M 0.03% +52 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 25,945 shares; 2026Q1: 51,465 shares 51,465 $2.09M 0.03% +25,520 Timeline